S&p Global shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in S&p Global
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Quarterly reported holdings in S&p Global by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $204k | 409 | 498.25 |
| 2024-09-30 | $199k | 385 | 516.81 |
| 2024-06-30 | $142k | 319 | 446.11 |
| 2024-03-31 | $135k | 316 | 425.52 |
| 2023-12-31 | $118k | 267 | 440.57 |
| 2023-09-30 | $84k | 229 | 365.44 |
| 2023-06-30 | $54k | 134 | 400.89 |
| 2022-12-31 | $4.4k | 13 | 334.92 |
| 2022-06-30 | $2.0k | 7 | 285.71 |
| 2022-03-31 | $51k | 124 | 411.29 |
| 2021-12-31 | $55k | 117 | 470.09 |
| 2021-09-30 | $19k | 45 | 422.22 |
| 2021-06-30 | $8.0k | 19 | 421.05 |
More positions owned by Sugarloaf Wealth Management
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