S&p Global shares owned by Lucia Wealth Services
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Lucia Wealth Services
from 13F filings
Historical chart of Lucia Wealth Services investment in S&p Global
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Quarterly reported holdings in S&p Global by Lucia Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $988k | 2.7k | 360.45 |
| 2020-06-30 | $844k | 2.6k | 329.30 |
| 2020-03-31 | $647k | 2.6k | 244.98 |
| 2019-12-31 | $731k | 2.7k | 273.07 |
| 2019-09-30 | $690k | 2.8k | 245.12 |
| 2019-06-30 | $689k | 3.0k | 227.69 |
| 2019-03-31 | $731k | 3.5k | 210.66 |
| 2018-12-31 | $343k | 2.0k | 170.05 |
| 2018-09-30 | $701k | 3.6k | 195.37 |
| 2018-06-30 | $750k | 3.7k | 203.92 |
| 2018-03-31 | $944k | 4.9k | 191.09 |
| 2017-12-31 | $530k | 3.1k | 169.44 |