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S&p Global shares owned by Blue Zone Wealth Advisors

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

Historical chart of Blue Zone Wealth Advisors investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in S&p Global by Blue Zone Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.7M 11k 516.62
2024-06-30 $4.8M 11k 446.00
2024-03-31 $4.6M 11k 425.45
2023-12-31 $4.7M 11k 440.52
2023-09-30 $3.7M 10k 365.41

More positions owned by Blue Zone Wealth Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Alphabet Cap Stk Cl A (GOOGL)
AutoZone (AZO)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Microsoft Corporation (MSFT)
Stryker Corporation (SYK)
The Trade Desk Com Cl A (TTD)
Williams Companies (WMB)
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Equifax (EFX)
Visa Com Cl A (V)
salesforce (CRM)

View all positions for Blue Zone Wealth Advisors

Top funds holding S&p Global

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Invesco
Goldman Sachs Group
Wells Fargo & Company
Parnassus Investments
T. Rowe Price Associates
Bank of New York Mellon
Sustainable Growth Advisers
Neuberger Berman Group
Nuveen Asset Management

View all funds holding S&p Global