Sage Mountain Advisors »

S&p Global shares owned by Sage Mountain Advisors

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

Historical chart of Sage Mountain Advisors investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Sage Mountain 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 Sage Mountain Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $438k 1.0k 425.45
2023-12-31 $371k 841 440.53
2023-09-30 $310k 847 365.41
2023-06-30 $322k 803 400.89
2023-03-31 $269k 781 344.77

More positions owned by Sage Mountain Advisors

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Intl Qualty (IQLT)
Golub Capital BDC (GBDC)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Copart (CPRT)
Apple (AAPL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard World Inf Tech Etf (VGT)

View all positions for Sage Mountain 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
Cantillon Capital Mgnt
Amundi
Ubs Global Asset Management Americas

View all funds holding S&p Global