Saranac Partners’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
Q4
$1.2M Buy
2025
Q3
$161K Sell
2025
Q2
$253K Sell
2025
Q1
$459K Sell
2024
Q4
$4.68M Buy
2024
Q3
Sell
2024
Q2
$4.41M Sell
2024
Q1
$4.27M Sell
2023
Q4
$4.45M Sell
2023
Q3
$5.32M Sell
2023
Q2
$5.9M Buy
2023
Q1
$4.88M Buy
2022
Q4
$1.55M Buy