S&p Global shares owned by Heritage Trust
Historical chart of Heritage Trust investment in S&p Global
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Quarterly reported holdings in S&p Global by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $607k | 1.2k | 486.71 |
| 2025-06-30 | $649k | 1.2k | 527.29 |
| 2025-03-31 | $636k | 1.3k | 508.10 |
| 2024-12-31 | $624k | 1.3k | 498.03 |
| 2024-06-30 | $620k | 1.4k | 446.00 |
| 2024-03-31 | $916k | 2.2k | 425.45 |
| 2023-12-31 | $967k | 2.2k | 440.52 |
| 2023-09-30 | $827k | 2.3k | 365.41 |
| 2023-06-30 | $1.1M | 2.7k | 400.89 |
| 2023-03-31 | $1.0M | 3.0k | 344.77 |
| 2022-12-31 | $1.0M | 3.1k | 334.94 |
| 2022-09-30 | $968k | 3.2k | 305.54 |
| 2022-06-30 | $1.1M | 3.2k | 336.97 |
| 2022-03-31 | $1.3M | 3.1k | 410.42 |
| 2021-12-31 | $494k | 1.0k | 471.82 |
| 2021-09-30 | $445k | 1.0k | 425.02 |
| 2021-06-30 | $421k | 1.0k | 410.33 |
| 2021-03-31 | $362k | 1.0k | 352.83 |
| 2020-12-31 | $345k | 1.1k | 328.57 |
| 2020-09-30 | $379k | 1.1k | 360.95 |
| 2020-06-30 | $346k | 1.1k | 329.52 |
| 2020-03-31 | $257k | 1.1k | 244.76 |
| 2019-12-31 | $273k | 1.0k | 273.00 |
| 2019-09-30 | $490k | 2.0k | 245.00 |
| 2019-06-30 | $456k | 2.0k | 228.00 |
| 2019-03-31 | $421k | 2.0k | 210.50 |