Litman Gregory Asset Management »

S&p Global shares owned by Litman Gregory Asset Management

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

Historical chart of Litman Gregory Asset Management investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Litman Gregory 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 Litman Gregory Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.4M 10k 516.63
2024-06-30 $4.7M 11k 446.00
2024-03-31 $4.5M 11k 425.45
2023-12-31 $4.6M 10k 440.52
2023-09-30 $3.8M 10k 365.41

More positions owned by Litman Gregory Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Us Tips Etf (SCHP)
Apple (AAPL)
Spdr Ser Tr Portfolio Short (SPSB)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Litman Gregory Asset Management

Top funds holding S&p Global

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Capital Research and Management Company - Division 3
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Edgewood Management
Invesco
Northern Trust
Goldman Sachs Group
Wells Fargo & Company
T. Rowe Price Associates
Parnassus Investments

View all funds holding S&p Global