S&p Global shares owned by Alera Investment Advisors
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Alera Investment Advisors
from 13F filings
Historical chart of Alera Investment Advisors investment in S&p Global
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Quarterly reported holdings in S&p Global by Alera Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $295k | 693 | 425.50 |
| 2023-12-31 | $285k | 647 | 440.50 |
| 2023-09-30 | $234k | 639 | 365.43 |
| 2023-06-30 | $272k | 679 | 400.86 |
| 2023-03-31 | $232k | 674 | 344.71 |
| 2022-12-31 | $225k | 670 | 335.00 |
| 2022-09-30 | $213k | 695 | 306.67 |
| 2022-06-30 | $224k | 665 | 336.67 |
| 2022-03-31 | $274k | 668 | 410.00 |
| 2019-03-31 | $92k | 435 | 211.49 |
| 2018-12-31 | $64k | 375 | 170.67 |