S&p Global shares owned by Wetherby Asset Management
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Wetherby Asset Management
from 13F filings
Historical chart of Wetherby Asset Management investment in S&p Global
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Quarterly reported holdings in S&p Global by Wetherby Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.8M | 13k | 440.52 |
| 2023-09-30 | $4.7M | 13k | 365.41 |
| 2023-06-30 | $5.1M | 13k | 400.89 |
| 2023-03-31 | $4.1M | 12k | 344.77 |
| 2022-12-31 | $3.9M | 12k | 334.94 |
| 2022-09-30 | $3.8M | 13k | 305.32 |
| 2022-06-30 | $3.8M | 11k | 337.09 |
| 2022-03-31 | $5.0M | 12k | 410.21 |
| 2021-12-31 | $4.2M | 8.9k | 471.90 |
| 2021-09-30 | $3.7M | 8.7k | 424.86 |
| 2021-06-30 | $3.5M | 8.6k | 410.48 |
| 2021-03-31 | $2.8M | 8.0k | 352.84 |
| 2020-12-31 | $3.2M | 9.6k | 328.71 |
| 2020-09-30 | $3.5M | 9.8k | 360.58 |
| 2020-06-30 | $2.9M | 8.9k | 327.43 |
| 2020-03-31 | $1.6M | 6.6k | 243.39 |
| 2019-12-31 | $1.9M | 6.8k | 273.24 |
| 2019-09-30 | $1.7M | 6.9k | 243.39 |
| 2019-06-30 | $1.6M | 7.2k | 227.51 |
| 2019-03-31 | $1.5M | 7.1k | 210.59 |
| 2018-12-31 | $1.2M | 6.8k | 169.31 |
| 2018-09-30 | $1.3M | 6.6k | 195.77 |
| 2018-06-30 | $1.4M | 6.6k | 203.88 |
| 2018-03-31 | $1.2M | 6.5k | 191.00 |
| 2017-12-31 | $1.2M | 6.8k | 169.44 |
| 2017-09-30 | $1.2M | 7.4k | 158.73 |
| 2017-06-30 | $1.1M | 7.3k | 148.15 |
| 2017-03-31 | $929k | 7.1k | 130.67 |
| 2016-12-31 | $630k | 6.0k | 105.82 |
| 2016-09-30 | $757k | 6.0k | 126.98 |
| 2016-06-30 | $646k | 6.0k | 107.19 |