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S&p Global shares owned by Sugarloaf Wealth Management

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

Historical chart of Sugarloaf Wealth Management investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in S&p Global by Sugarloaf Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $135k 316 425.52
2023-12-31 $118k 267 440.57
2023-09-30 $84k 229 365.44
2023-06-30 $54k 134 400.89
2022-12-31 $4.4k 13 334.92
2022-06-30 $2.0k 7 285.71
2022-03-31 $51k 124 411.29
2021-12-31 $55k 117 470.09
2021-09-30 $19k 45 422.22
2021-06-30 $8.0k 19 421.05