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S&p Global shares owned by Evelyn Partners Asset Management

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Evelyn Partners Asset Management from 13F filings

Historical chart of Evelyn Partners Asset Management investment in S&p Global

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All positions including S&p Global held by Evelyn Partners Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Evelyn Partners Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $125k 257 486.71
2025-06-30 $6.3k 12 527.25
2025-03-31 $6.1k 11 554.27

More positions owned by Evelyn Partners Asset Management

Mfc Spdr Gold Tr Gold Etf (GLD)
Vanguard Intl Equity Index F Etf (VT)
Microsoft Corp Common (MSFT)
Alphabet Class A (GOOGL)
Amazon Common (AMZN)
Vaneck Etf Tr Gold Miners Etf Etf (GDX)
Visa Class A (V)
Stryker Corp Common (SYK)
Automatic Data Processing In Common (ADP)
Disney Walt Common (DIS)
Apple Common (AAPL)
Mastercard Inc Cl A Class A (MA)
Intuit Common (INTU)
Litman Gregory Fds Tr Common (DBMF)
Autozone Common (AZO)

View all positions for Evelyn Partners Asset Management

Top funds holding S&p Global

Vanguard Group
BlackRock
State Street Corporation
TCI Fund Management
Morgan Stanley
Geode Capital Management
Wellington Management Company
FMR
Northern Trust
Ubs Global Asset Management Americas
Wells Fargo & Company
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Lombard Odier Asset Management
Goldman Sachs Group
Invesco

View all funds holding S&p Global