S&p Global shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in S&p Global
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Quarterly reported holdings in S&p Global by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $65M | 122k | 527.29 |
| 2025-03-31 | $56M | 110k | 508.10 |
| 2024-12-31 | $54M | 109k | 498.03 |
| 2024-09-30 | $57M | 110k | 516.62 |
| 2024-06-30 | $47M | 106k | 446.00 |
| 2024-03-31 | $43M | 102k | 425.45 |
| 2023-12-31 | $44M | 99k | 440.52 |
| 2023-09-30 | $36M | 97k | 365.41 |
| 2023-06-30 | $39M | 66k | 587.84 |
| 2023-03-31 | $332k | 9.7k | 34.13 |
| 2022-12-31 | $29M | 87k | 334.94 |
| 2022-09-30 | $25M | 82k | 305.35 |
| 2022-06-30 | $27M | 79k | 337.06 |
| 2022-03-31 | $31M | 75k | 410.18 |
| 2021-12-31 | $33M | 71k | 471.93 |
| 2021-09-30 | $30M | 8.2k | 3573.51 |
| 2021-06-30 | $27M | 66k | 410.45 |
| 2021-03-31 | $22M | 61k | 352.87 |
| 2020-12-31 | $18M | 55k | 328.73 |
| 2020-09-30 | $19M | 52k | 360.59 |
| 2020-06-30 | $17M | 53k | 329.47 |
| 2020-03-31 | $13M | 55k | 245.05 |
| 2019-12-31 | $15M | 56k | 273.05 |
| 2019-09-30 | $14M | 56k | 244.98 |
| 2019-06-30 | $13M | 59k | 227.79 |
| 2019-03-31 | $13M | 60k | 210.55 |
| 2018-12-31 | $10M | 59k | 169.94 |
| 2018-09-30 | $11M | 56k | 195.39 |
| 2018-06-30 | $12M | 56k | 203.89 |
| 2018-03-31 | $11M | 59k | 191.05 |
| 2017-12-31 | $10M | 59k | 169.40 |
| 2017-09-30 | $9.0M | 58k | 156.32 |
| 2017-06-30 | $8.1M | 56k | 145.99 |
| 2017-03-31 | $7.0M | 53k | 130.74 |