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Shulman DeMeo Asset Management’s S&P Global SPGI Stock Holding History

Shulman DeMeo Asset Management’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$419K Buy
1,072
+1
+0.1% +$423 0.08% 82
2026
Q2 		$436K Buy
1,071
+1
+0.1% +$422 0.08% 83
2026
Q1 		$455K Sell
1,070
-8
-0.7% -$3.71K 0.1% 75
2025
Q4 		$563K Buy
1,078
+1
+0.1% +$495 0.13% 58
2025
Q3 		$524K Sell
1,077
-8
-0.7% -$4.28K 0.12% 61
2025
Q2 		$572K Sell
1,085
-5
-0.5% -$2.5K 0.14% 56
2025
Q1 		$554K Buy
1,090
+1
+0.1% +$511 0.16% 57
2024
Q4 		$542K Buy
1,089
+1
+0.1% +$507 0.15% 54
2024
Q3 		$562K Buy
1,088
+1
+0.1% +$495 0.14% 60
2024
Q2 		$485K Buy
1,087
+1
+0.1% +$429 0.13% 65
2024
Q1 		$462K Buy
1,086
+1
+0.1% +$433 0.12% 76
2023
Q4 		$478K Buy
1,085
+5
+0.5% +$1.97K 0.14% 68
2023
Q3 		$395K Buy
1,080
+1
+0.1% +$393 0.13% 73
2023
Q2 		$433K Buy
1,079
+1
+0.1% +$365 0.13% 69
2023
Q1 		$372K Buy
1,078
+1
+0.1% +$352 0.12% 83
2022
Q4 		$361K Buy
1,077
+1
+0.1% +$330 0.12% 84
2022
Q3 		$328K Buy
1,076
+2
+0.2% +$716 0.12% 87
2022
Q2 		$362K Buy
1,074
+2
+0.2% +$713 0.12% 88
2022
Q1 		$440K Buy
1,072
+2
+0.2% +$815 0.12% 84
2021
Q4 		$505K Buy
+1,070
New +$489K 0.13% 69
2021
Q3 		– Sell
-1,067
Closed -$438K – 124
2021
Q2 		$438K Buy
1,067
+1
+0.1% +$384 0.17% 37
2021
Q1 		$376K Buy
1,066
+2
+0.2% +$666 0.1% 93
2020
Q4 		$350K Buy
1,064
+2
+0.2% +$675 0.1% 96
2020
Q3 		$383K Buy
1,062
+1
+0.1% +$353 0.13% 77
2020
Q2 		$349K Buy
1,061
+2
+0.2% +$601 0.14% 76
2020
Q1 		$259K Buy
1,059
+3
+0.3% +$823 0.12% 76
2019
Q4 		$288K Buy
1,056
+1
+0.1% +$260 0.1% 98
2019
Q3 		$258K Buy
1,055
+2
+0.2% +$500 0.09% 108
2019
Q2 		$240K Buy
1,053
+2
+0.2% +$437 0.09% 112
2019
Q1 		$221K Buy
+1,051
New +$204K 0.08% 110

Other funds holding SPGI

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Shulman DeMeo Asset Management's SPGI Position: Q3 2026 in Review

Shulman DeMeo Asset Management increased its S&P Global (SPGI) stake by 0.09% in Q3 2026, buying an estimated $423 and bringing the position to 1,072 shares worth $419K. The position accounts for 0.08% of the portfolio, ranked #82.

Shulman DeMeo Asset Management first reported a position in SPGI in Q1 2019 and has held it in 30 quarters since. The position peaked at $572K in Q2 2025. 90 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Shulman DeMeo Asset Management held 1,072 shares of S&P Global worth $419K as of Q3 2026.
  • Shulman DeMeo Asset Management bought 1 S&P Global share in Q3 2026, an estimated $423.
  • S&P Global made up 0.08% of Shulman DeMeo Asset Management's portfolio in Q3 2026, its #82 holding.
  • Shulman DeMeo Asset Management first reported a position in S&P Global in Q1 2019 and has held it in 30 quarters since.
  • Shulman DeMeo Asset Management's S&P Global position peaked at $572K in Q2 2025.
  • 90 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.