S&p Global shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in S&p Global
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Quarterly reported holdings in S&p Global by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.4M | 3.8k | 365.41 |
| 2023-06-30 | $1.5M | 3.9k | 400.89 |
| 2023-03-31 | $1.3M | 3.9k | 344.77 |
| 2022-12-31 | $1.3M | 3.9k | 334.94 |
| 2022-09-30 | $1.2M | 3.8k | 305.27 |
| 2022-06-30 | $1.3M | 3.9k | 337.32 |
| 2022-03-31 | $1.6M | 3.9k | 410.29 |
| 2021-12-31 | $1.6M | 3.3k | 472.06 |
| 2021-09-30 | $1.4M | 3.3k | 425.00 |
| 2021-06-30 | $1.4M | 3.3k | 410.29 |
| 2021-03-31 | $1.3M | 3.6k | 352.94 |
| 2020-12-31 | $3.0M | 9.1k | 328.92 |
| 2020-09-30 | $3.3M | 9.1k | 360.78 |
| 2020-06-30 | $3.0M | 9.1k | 329.41 |
| 2020-03-31 | $2.2M | 9.1k | 245.10 |
| 2019-12-31 | $2.5M | 9.3k | 273.04 |
| 2019-09-30 | $2.3M | 9.3k | 245.10 |
| 2019-06-30 | $2.1M | 9.3k | 227.94 |
| 2019-03-31 | $2.0M | 9.3k | 210.78 |
| 2018-12-31 | $1.8M | 11k | 169.91 |
| 2018-09-30 | $2.1M | 11k | 195.34 |
| 2018-06-30 | $2.1M | 10k | 203.84 |
| 2018-03-31 | $1.6M | 8.4k | 190.98 |
| 2017-12-31 | $2.4M | 14k | 169.44 |
| 2017-09-30 | $2.3M | 15k | 156.20 |
| 2017-06-30 | $2.3M | 16k | 145.99 |
| 2017-03-31 | $882k | 6.8k | 130.61 |
| 2016-12-31 | $728k | 6.8k | 107.54 |
| 2016-09-30 | $862k | 6.8k | 126.60 |
| 2016-06-30 | $730k | 6.8k | 107.21 |
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