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S&p Global shares owned by Fundamentun

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

Historical chart of Fundamentun investment in S&p Global

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

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Quarterly reported holdings in S&p Global by Fundamentun

Quarter filed Position value Share count Share price at filing
2024-09-30 $230k 445 517.44
2024-06-30 $202k 453 446.05
2021-09-30 $260k 611 425.53
2019-12-31 $259k 948 273.21

More positions owned by Fundamentun

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Alps Etf Tr Smith Core Plus (SMTH)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Investment Grade (IGEB)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Intl Aggr (IAGG)

View all positions for Fundamentun

Top funds holding S&p Global

BlackRock
Capital Research and Management Company - Division 3
Geode Capital Management
Bank of America Corporation
Edgewood Management
Invesco
Northern Trust
Wells Fargo & Company
T. Rowe Price Associates
Parnassus Investments
Amundi
Bank of New York Mellon
Charles Schwab Investment Management
Sustainable Growth Advisers
Cantillon Capital Mgnt

View all funds holding S&p Global