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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07B | Sell |
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|
2025
Q1 | $1.07B | Sell |
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|
2024
Q4 | $1.11B | Sell |
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|
2024
Q3 | $1.22B | Sell |
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|
2024
Q2 | $1.06B | Sell |
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|
2024
Q1 | $1.02B | Sell |
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|
2023
Q4 | $1.09B | Buy |
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|
2023
Q3 | $899M | Sell |
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|
2023
Q2 | $1B | Buy |
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|
2023
Q1 | $851M | Sell |
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|
2022
Q4 | $831M | Sell |
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|
2022
Q3 | $905M | Sell |
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|
2022
Q2 | $1.15B | Buy |
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|
2022
Q1 | $1.4B | Buy |
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|
2021
Q4 | $1.37B | Sell |
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|
2021
Q3 | $1.24B | Buy |
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|
2021
Q2 | $1.16B | Buy |
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|
2021
Q1 | $971M | Buy |
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