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S&p Global shares owned by Nelson Roberts Investment Advisors

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Nelson Roberts Investment Advisors from 13F filings

Historical chart of Nelson Roberts Investment Advisors investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Nelson Roberts Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Nelson Roberts Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.8M 9.2k 516.62

More positions owned by Nelson Roberts Investment Advisors

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Small Cp Etf (VB)
Select Sector Spdr Tr Indl (XLI)
Alphabet Cap Stk Cl C (GOOG)
Select Sector Spdr Tr Technology (XLK)
Ishares Msci Emrg Chn (EMXC)
Amazon (AMZN)
Vanguard World Utilities Etf (VPU)
JPMorgan Chase & Co. (JPM)
Costco Wholesale Corporation (COST)

View all positions for Nelson Roberts Investment Advisors

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