Parnassus Investments’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $701M | Sell |
1,648,429
-100,965
| -6% | -$46.9M | 2.05% | 20 |
|
|
2025
Q4 | $914M | Sell |
1,749,394
-282,860
| -14% | -$140M | 2.37% | 12 |
|
|
2025
Q3 | $989M | Sell |
2,032,254
-4,423
| -0.2% | -$2.37M | 2.29% | 15 |
|
|
2025
Q2 | $1.07B | Sell |
2,036,677
-68,364
| -3% | -$34.1M | 2.48% | 11 |
|
|
2025
Q1 | $1.07B | Sell |
2,105,041
-122,736
| -6% | -$62.7M | 2.57% | 10 |
|
|
2024
Q4 | $1.11B | Sell |
2,227,777
-130,235
| -6% | -$66.1M | 2.46% | 10 |
|
|
2024
Q3 | $1.22B | Sell |
2,358,012
-22,655
| -1% | -$11.2M | 2.58% | 11 |
|
|
2024
Q2 | $1.06B | Sell |
2,380,667
-21,928
| -0.9% | -$9.41M | 2.31% | 11 |
|
|
2024
Q1 | $1.02B | Sell |
2,402,595
-64,834
| -3% | -$28.1M | 2.18% | 17 |
|
|
2023
Q4 | $1.09B | Buy |
2,467,429
+7,887
| +0.3% | +$3.11M | 2.41% | 12 |
|
|
2023
Q3 | $899M | Sell |
2,459,542
-41,081
| -2% | -$16.2M | 2.2% | 13 |
|
|
2023
Q2 | $1B | Buy |
2,500,623
+33,514
| +1% | +$12.2M | 2.33% | 13 |
|
|
2023
Q1 | $851M | Sell |
2,467,109
-13,200
| -0.5% | -$4.65M | 2.11% | 16 |
|
|
2022
Q4 | $831M | Sell |
2,480,309
-485,013
| -16% | -$160M | 2.06% | 17 |
|
|
2022
Q3 | $905M | Sell |
2,965,322
-460,351
| -13% | -$165M | 2.36% | 13 |
|
|
2022
Q2 | $1.15B | Buy |
3,425,673
+22,798
| +0.7% | +$8.13M | 2.76% | 7 |
|
|
2022
Q1 | $1.4B | Buy |
3,402,875
+499,368
| +17% | +$203M | 2.83% | 7 |
|
|
2021
Q4 | $1.37B | Sell |
2,903,507
-21,895
| -0.7% | -$10M | 2.63% | 8 |
|
|
2021
Q3 | $1.24B | Buy |
2,925,402
+100,883
| +4% | +$43.7M | 2.62% | 7 |
|
|
2021
Q2 | $1.16B | Buy |
2,824,519
+72,669
| +3% | +$27.9M | 2.52% | 9 |
|
|
2021
Q1 | $971M | Buy |
+2,751,850
| New | +$916M | 2.36% | 13 |
|
Other funds holding SPGI
VCM
VPM
