Peak Asset Management’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 | $16.7M | Buy |
39,182
+1,081
| +3% | +$502K | 2.94% | 11 |
|
|
2025
Q4 | $19.9M | Buy |
38,101
+283
| +0.7% | +$140K | 3.39% | 7 |
|
|
2025
Q3 | $18.4M | Buy |
37,818
+375
| +1% | +$201K | 3.21% | 9 |
|
|
2025
Q2 | $19.7M | Sell |
37,443
-578
| -2% | -$288K | 3.62% | 6 |
|
|
2025
Q1 | $19.3M | Sell |
38,021
-1,001
| -3% | -$511K | 3.68% | 5 |
|
|
2024
Q4 | $19.4M | Sell |
39,022
-283
| -0.7% | -$144K | 3.6% | 5 |
|
|
2024
Q3 | $20.3M | Sell |
39,305
-3,180
| -7% | -$1.57M | 3.83% | 3 |
|
|
2024
Q2 | $18.9M | Buy |
42,485
+169
| +0.4% | +$72.5K | 3.71% | 4 |
|
|
2024
Q1 | $18M | Buy |
42,316
+170
| +0.4% | +$73.7K | 3.57% | 5 |
|
|
2023
Q4 | $18.6M | Sell |
42,146
-106
| -0.3% | -$41.8K | 4.09% | 3 |
|
|
2023
Q3 | $15.4M | Sell |
42,252
-234
| -0.6% | -$92K | 3.73% | 3 |
|
|
2023
Q2 | $17M | Buy |
42,486
+323
| +0.8% | +$118K | 3.94% | 3 |
|
|
2023
Q1 | $14.5M | Sell |
42,163
-240
| -0.6% | -$84.5K | 3.55% | 4 |
|
|
2022
Q4 | $14.2M | Buy |
42,403
+632
| +2% | +$208K | 3.7% | 4 |
|
|
2022
Q3 | $12.8M | Sell |
41,771
-25
| -0.1% | -$8.94K | 3.63% | 5 |
|
|
2022
Q2 | $14.1M | Buy |
41,796
+1,705
| +4% | +$608K | 3.85% | 4 |
|
|
2022
Q1 | $16.4M | Buy |
40,091
+554
| +1% | +$226K | 3.82% | 3 |
|
|
2021
Q4 | $18.7M | Sell |
39,537
-300
| -0.8% | -$137K | 4.3% | 3 |
|
|
2021
Q3 | $16.9M | Sell |
39,837
-1,005
| -2% | -$435K | 4.17% | 3 |
|
|
2021
Q2 | $16.8M | Sell |
40,842
-2,955
| -7% | -$1.14M | 4.17% | 3 |
|
|
2021
Q1 | $15.5M | Buy |
43,797
+80
| +0.2% | +$26.6K | 3.73% | 4 |
|
|
2020
Q4 | $14.4M | Buy |
43,717
+814
| +2% | +$275K | 3.76% | 4 |
|
|
2020
Q3 | $15.5M | Sell |
42,903
-4,286
| -9% | -$1.51M | 4.62% | 3 |
|
|
2020
Q2 | $15.5M | Sell |
47,189
-2,732
| -5% | -$822K | 4.96% | 3 |
|
|
2020
Q1 | $12.2M | Sell |
49,921
-2,836
| -5% | -$778K | 4.72% | 3 |
|
|
2019
Q4 | $14.4M | Sell |
52,757
-785
| -1% | -$204K | 4.36% | 3 |
|
|
2019
Q3 | $13.1M | Sell |
53,542
-2,909
| -5% | -$727K | 4.29% | 3 |
|
|
2019
Q2 | $12.9M | Sell |
56,451
-849
| -1% | -$185K | 4.2% | 3 |
|
|
2019
Q1 | $12.1M | Sell |
57,300
-619
| -1% | -$120K | 4.11% | 2 |
|
|
2018
Q4 | $9.84M | Buy |
57,919
+4,235
| +8% | +$759K | 3.69% | 4 |
|
|
2018
Q3 | $10.5M | Buy |
53,684
+624
| +1% | +$129K | 3.54% | 7 |
|
|
2018
Q2 | $10.8M | Sell |
53,060
-734
| -1% | -$145K | 3.93% | 4 |
|
|
2018
Q1 | $10.3M | Sell |
53,794
-2,912
| -5% | -$537K | 3.78% | 3 |
|
|
2017
Q4 | $9.61M | Sell |
56,706
-4,105
| -7% | -$670K | 3.51% | 5 |
|
|
2017
Q3 | $9.51M | Sell |
60,811
-1,921
| -3% | -$292K | 3.4% | 5 |
|
|
2017
Q2 | $9.16M | Sell |
62,732
-937
| -1% | -$130K | 3.4% | 4 |
|
|
2017
Q1 | $8.32M | Sell |
63,669
-260
| -0.4% | -$32.3K | 3.15% | 6 |
|
|
2016
Q4 | $6.88M | Buy |
63,929
+770
| +1% | +$92K | 2.75% | 8 |
|
|
2016
Q3 | $7.99M | Sell |
63,159
-633
| -1% | -$76K | 3.36% | 4 |
|
|
2016
Q2 | $6.84M | Buy |
+63,792
| New | +$6.85M | 3.03% | 7 |
|
Other funds holding SPGI
VCM
VPM
