ZAM
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Zevin Asset Management’s S&P Global SPGI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.12M Sell
15,389
-161
-1% -$84.9K 1.17% 37
2025
Q1
$7.9M Buy
+15,550
New +$7.9M 1.25% 35