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S&p Global shares owned by Crestmont Private Wealth

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

Historical chart of Crestmont Private Wealth investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in S&p Global by Crestmont Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $533k 1.3k 425.45
2023-12-31 $434k 986 440.52
2023-09-30 $372k 1.0k 365.41
2023-06-30 $524k 1.3k 400.89
2023-03-31 $406k 1.2k 344.77
2022-12-31 $338k 1.0k 334.94

More positions owned by Crestmont Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Us Real Estate E (DFAR)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr Us Treas Bd Etf (GOVT)
Stellar Bancorp Ord (STEL)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Chevron Corporation (CVX)

View all positions for Crestmont Private Wealth

Top funds holding S&p Global

Vanguard Group
Jpmorgan Chase & Co
Wellington Management Company
Bank of America Corporation
Norges Bank Investment Management
Goldman Sachs Group
Legal & General Group
T. Rowe Price Associates
Wells Fargo & Company
Parnassus Investments
Bank of New York Mellon
Sustainable Growth Advisers
Cantillon Capital Mgnt
Amundi
Ubs Global Asset Management Americas

View all funds holding S&p Global