SGA
Sustainable Growth Advisers’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $796M | Sell |
1,509,793
-26,146
| -2% | -$13.8M | 4.11% | 7 |
|
|
2025
Q1 | $780M | Sell |
1,535,939
-95,272
| -6% | -$48.4M | 4.35% | 7 |
|
|
2024
Q4 | $812M | Sell |
1,631,211
-285,529
| -15% | -$142M | 4.07% | 7 |
|
|
2024
Q3 | $990M | Sell |
1,916,740
-205,163
| -10% | -$106M | 4.2% | 5 |
|
|
2024
Q2 | $946M | Sell |
2,121,903
-77,851
| -4% | -$34.7M | 4.18% | 5 |
|
|
2024
Q1 | $936M | Buy |
2,199,754
+46,131
| +2% | +$19.6M | 3.92% | 7 |
|
|
2023
Q4 | $949M | Sell |
2,153,623
-76,932
| -3% | -$33.9M | 4.32% | 4 |
|
|
2023
Q3 | $815M | Sell |
2,230,555
-79,499
| -3% | -$29M | 4.14% | 6 |
|
|
2023
Q2 | $926M | Buy |
2,310,054
+257,213
| +13% | +$103M | 4.39% | 5 |
|
|
2023
Q1 | $708M | Buy |
2,052,841
+353,862
| +21% | +$122M | 4.1% | 6 |
|
|
2022
Q4 | $569M | Buy |
1,698,979
+402,387
| +31% | +$135M | 3.71% | 10 |
|
|
2022
Q3 | $396M | Buy |
1,296,592
+12,827
| +1% | +$3.92M | 2.96% | 14 |
|
|
2022
Q2 | $433M | Buy |
1,283,765
+463,323
| +56% | +$156M | 3.1% | 13 |
|
|
2022
Q1 | $337M | Buy |
+820,442
| New | +$337M | 1.86% | 24 |
|