Perpetual Ltd’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$447K Sell
847
-148,167
-99% -$78.1M 0.01% 334
2025
Q1
$75.7M Sell
149,014
-9,812
-6% -$4.99M 0.91% 33
2024
Q4
$79.1M Buy
158,826
+6,601
+4% +$3.29M 0.93% 33
2024
Q3
$78.6M Sell
152,225
-8,904
-6% -$4.6M 0.85% 40
2024
Q2
$71.9M Sell
161,129
-30,397
-16% -$13.6M 0.78% 44
2024
Q1
$81.5M Sell
191,526
-3,072
-2% -$1.31M 0.8% 48
2023
Q4
$85.7M Sell
194,598
-24,759
-11% -$10.9M 0.88% 37
2023
Q3
$80.2M Sell
219,357
-2,696
-1% -$985K 0.83% 41
2023
Q2
$89M Sell
222,053
-30,692
-12% -$12.3M 0.76% 44
2023
Q1
$87.1M Buy
+252,745
New +$87.1M 0.75% 44