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S&p Global shares owned by Lee Financial

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

Historical chart of Lee Financial investment in S&p Global

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

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Quarterly reported holdings in S&p Global by Lee Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 2.9k 440.54
2023-09-30 $1.0M 2.9k 365.41
2023-06-30 $1.2M 3.1k 400.89
2023-03-31 $1.1M 3.1k 344.79
2022-12-31 $808k 2.4k 334.94
2022-09-30 $9.0k 29 310.34
2022-06-30 $10k 29 344.83

More positions owned by Lee Financial

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Exchange-traded No Amer Energy (EMLP)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Gold Tr Gold Shs (GLD)
Select Sector Spdr Tr Energy (XLE)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Select Divid Etf (DVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Lee Financial

Top funds holding S&p Global

Vanguard Group
Jpmorgan Chase & Co
Wellington Management Company
Bank of America Corporation
Norges Bank Investment Management
Goldman Sachs Group
Legal & General Group
T. Rowe Price Associates
Wells Fargo & Company
Parnassus Investments
Bank of New York Mellon
Sustainable Growth Advisers
Cantillon Capital Mgnt
Amundi
Ubs Global Asset Management Americas

View all funds holding S&p Global