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S&p Global shares owned by LRI Investments

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

Historical chart of LRI Investments investment in S&p Global

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

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Quarterly reported holdings in S&p Global by LRI Investments

Quarter filed Position value Share count Share price at filing
2024-12-31 $8.7M 18k 498.04
2024-09-30 $8.9M 18k 510.64
2024-06-30 $11k 25 446.00
2024-03-31 $14k 32 425.44

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Ares Management Corporation Cl A Com Stk Stock (ARES)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Assured Guaranty Stock (AGO)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Microsoft Corp Stock (MSFT)
Wisdomtree International Equity Fund Etf (DWM)
Amazon Stock (AMZN)
Meta Platforms Inc Cl A Stock (META)
Apple Stock (AAPL)
Trane Technologies Stock (TT)
Dimensional International Small Cap Value Etf Etf (DISV)
Wisdomtree International Smallcap Dividend Fund Etf (DLS)
Vanguard Real Estate Etf Etf (VNQ)

View all positions for LRI Investments

Top funds holding S&p Global

Vanguard Group
BlackRock
State Street Corporation
TCI Fund Management
Wellington Management Company
Geode Capital Management
Morgan Stanley
Capital Research and Management Company - Division 3
FMR
Bank of America Corporation
Edgewood Management
Norges Bank Investment Management
Northern Trust
Ubs Global Asset Management Americas
Invesco

View all funds holding S&p Global