Sumitomo Mitsui Trust Group’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386M | Sell |
732,258
-1,378
| -0.2% | -$727K | 0.24% | 85 |
|
|
2025
Q1 | $373M | Sell |
733,636
-36,228
| -5% | -$18.4M | 0.26% | 80 |
|
|
2024
Q4 | $383M | Buy |
769,864
+42,313
| +6% | +$21.1M | 0.26% | 74 |
|
|
2024
Q3 | $376M | Buy |
727,551
+5,285
| +0.7% | +$2.73M | 0.26% | 80 |
|
|
2024
Q2 | $322M | Sell |
722,266
-66,487
| -8% | -$29.7M | 0.24% | 82 |
|
|
2024
Q1 | $336M | Sell |
788,753
-5,511
| -0.7% | -$2.34M | 0.23% | 84 |
|
|
2023
Q4 | $350M | Sell |
794,264
-10,052
| -1% | -$4.43M | 0.26% | 83 |
|
|
2023
Q3 | $294M | Sell |
804,316
-66,523
| -8% | -$24.3M | 0.24% | 86 |
|
|
2023
Q2 | $349M | Sell |
870,839
-146,165
| -14% | -$58.6M | 0.27% | 76 |
|
|
2023
Q1 | $351M | Sell |
1,017,004
-29,099
| -3% | -$10M | 0.26% | 83 |
|
|
2022
Q4 | $350M | Sell |
1,046,103
-52,622
| -5% | -$17.6M | 0.28% | 82 |
|
|
2022
Q3 | $335M | Sell |
1,098,725
-15,794
| -1% | -$4.82M | 0.28% | 76 |
|
|
2022
Q2 | $376M | Sell |
1,114,519
-104,087
| -9% | -$35.1M | 0.29% | 74 |
|
|
2022
Q1 | $500M | Buy |
1,218,606
+544,303
| +81% | +$223M | 0.33% | 60 |
|
|
2021
Q4 | $318M | Sell |
674,303
-30,108
| -4% | -$14.2M | 0.19% | 117 |
|
|
2021
Q3 | $299M | Sell |
704,411
-40,093
| -5% | -$17M | 0.19% | 119 |
|
|
2021
Q2 | $306M | Sell |
744,504
-42,178
| -5% | -$17.3M | 0.18% | 128 |
|
|
2021
Q1 | $278M | Sell |
786,682
-21,762
| -3% | -$7.68M | 0.17% | 128 |
|
|
2020
Q4 | $266M | Sell |
808,444
-131,313
| -14% | -$43.2M | 0.17% | 131 |
|
|
2020
Q3 | $339M | Sell |
939,757
-78,472
| -8% | -$28.3M | 0.23% | 94 |
|
|
2020
Q2 | $335M | Sell |
1,018,229
-160,900
| -14% | -$53M | 0.24% | 88 |
|
|
2020
Q1 | $289M | Buy |
1,179,129
+219,962
| +23% | +$53.9M | 0.25% | 88 |
|
|
2019
Q4 | $262M | Sell |
959,167
-78,629
| -8% | -$21.5M | 0.21% | 105 |
|
|
2019
Q3 | $254M | Buy |
1,037,796
+77,257
| +8% | +$18.9M | 0.22% | 97 |
|
|
2019
Q2 | $219M | Sell |
960,539
-21,768
| -2% | -$4.96M | 0.2% | 109 |
|
|
2019
Q1 | $207M | Sell |
982,307
-6,153
| -0.6% | -$1.3M | 0.19% | 115 |
|
|
2018
Q4 | $166M | Buy |
988,460
+166,960
| +20% | +$28.1M | 0.18% | 125 |
|
|
2018
Q3 | $161M | Buy |
821,500
+11,875
| +1% | +$2.32M | 0.17% | 131 |
|
|
2018
Q2 | $165M | Buy |
809,625
+49,930
| +7% | +$10.2M | 0.19% | 118 |
|
|
2018
Q1 | $145M | Buy |
759,695
+5,713
| +0.8% | +$1.09M | 0.19% | 122 |
|
|
2017
Q4 | $128M | Buy |
753,982
+10,221
| +1% | +$1.73M | 0.16% | 141 |
|
|
2017
Q3 | $116M | Sell |
743,761
-13,591
| -2% | -$2.12M | 0.16% | 144 |
|
|
2017
Q2 | $111M | Buy |
757,352
+10,488
| +1% | +$1.53M | 0.16% | 147 |
|
|
2017
Q1 | $97.6M | Sell |
746,864
-5,944
| -0.8% | -$777K | 0.15% | 156 |
|
|
2016
Q4 | $81M | Buy |
752,808
+3,571
| +0.5% | +$384K | 0.13% | 182 |
|
|
2016
Q3 | $94.8M | Sell |
749,237
-2,907
| -0.4% | -$368K | 0.16% | 156 |
|
|
2016
Q2 | $80.7M | Buy |
+752,144
| New | +$80.7M | 0.14% | 172 |
|