Prudent Man Advisors »

S&p Global shares owned by Prudent Man Advisors

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

Historical chart of Prudent Man Advisors investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in S&p Global by Prudent Man Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $687k 1.9k 365.41
2023-03-31 $667k 1.9k 344.70
2022-12-31 $648k 1.9k 334.88

More positions owned by Prudent Man Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Real Estate Etf (VNQ)
JPMorgan Chase & Co. (JPM)
Prologis (PLD)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

View all positions for Prudent Man Advisors

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
Amundi
Cantillon Capital Mgnt
Ubs Global Asset Management Americas

View all funds holding S&p Global