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S&p Global shares owned by Forum Financial Management

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Forum Financial Management from 13F filings

Historical chart of Forum Financial Management investment in S&p Global

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All positions including S&p Global held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Forum Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 2.5k 425.45
2023-12-31 $1.1M 2.5k 440.52
2023-09-30 $867k 2.4k 365.41
2023-06-30 $947k 2.4k 400.89
2023-03-31 $803k 2.3k 344.77
2022-12-31 $769k 2.3k 334.94
2022-09-30 $693k 2.3k 305.29
2022-06-30 $734k 2.2k 336.85
2022-03-31 $824k 2.0k 409.75
2021-12-31 $305k 647 471.41

More positions owned by Forum Financial Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl High Profit (DIHP)
Amgen (AMGN)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)

View all positions for Forum Financial Management

Top funds holding S&p Global

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View all funds holding S&p Global