S&p Global shares owned by Caldwell Trust
Historical chart of Caldwell Trust investment in S&p Global
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Quarterly reported holdings in S&p Global by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $694k | 1.4k | 486.71 |
| 2021-12-31 | $97k | 205 | 471.93 |
| 2021-09-30 | $85k | 200 | 424.89 |
| 2021-06-30 | $82k | 200 | 410.45 |
| 2021-03-31 | $71k | 200 | 352.87 |
| 2020-12-31 | $66k | 200 | 328.73 |
| 2020-09-30 | $72k | 200 | 360.60 |
| 2020-06-30 | $66k | 200 | 329.48 |
| 2020-03-31 | $49k | 200 | 245.05 |
| 2019-12-31 | $55k | 200 | 273.05 |