Prelude Capital Management’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
Q1 | – | Sell |
-458
| Closed | -$228K | – | 1369 |
|
|
2024
Q4 | $228K | Buy |
+458
| New | +$228K | 0.01% | 811 |
|
|
2023
Q4 | – | Sell |
-737
| Closed | -$269K | – | 1200 |
|
|
2023
Q3 | $269K | Buy |
+737
| New | +$269K | 0.02% | 616 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 1797 |
|
|
2020
Q2 | – | Sell |
-619
| Closed | -$152K | – | 1664 |
|
|
2020
Q1 | $152K | Buy |
619
+55
| +10% | +$13.5K | 0.01% | 287 |
|
|
2019
Q4 | $154K | Sell |
564
-1,335
| -70% | -$365K | 0.01% | 600 |
|
|
2019
Q3 | $465K | Sell |
1,899
-1,618
| -46% | -$396K | 0.02% | 286 |
|
|
2019
Q2 | $801K | Sell |
3,517
-3,172
| -47% | -$722K | 0.04% | 213 |
|
|
2019
Q1 | $1.41M | Buy |
6,689
+5,574
| +500% | +$1.17M | 0.08% | 120 |
|
|
2018
Q4 | $189K | Buy |
1,115
+65
| +6% | +$11K | 0.01% | 520 |
|
|
2018
Q3 | $205K | Sell |
1,050
-3,496
| -77% | -$683K | 0.01% | 520 |
|
|
2018
Q2 | $927K | Buy |
4,546
+3,436
| +310% | +$701K | 0.06% | 257 |
|
|
2018
Q1 | $212K | Buy |
1,110
+905
| +441% | +$173K | 0.02% | 589 |
|
|
2017
Q4 | $35K | Sell |
205
-1,746
| -89% | -$298K | ﹤0.01% | 895 |
|
|
2017
Q3 | $305K | Sell |
1,951
-1,054
| -35% | -$165K | 0.03% | 461 |
|
|
2017
Q2 | $439K | Buy |
3,005
+537
| +22% | +$78.5K | 0.04% | 314 |
|
|
2017
Q1 | $323K | Buy |
2,468
+1,248
| +102% | +$163K | 0.03% | 379 |
|
|
2016
Q4 | $131K | Buy |
+1,220
| New | +$131K | 0.02% | 705 |
|