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S&p Global shares owned by Milestone Group

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Milestone Group from 13F filings

Historical chart of Milestone Group investment in S&p Global

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

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Quarterly reported holdings in S&p Global by Milestone Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $90k 211 425.45
2023-12-31 $63k 144 440.52
2023-09-30 $13k 35 365.43
2023-06-30 $14k 35 400.91
2023-03-31 $14k 41 344.78
2022-12-31 $12k 35 334.94
2022-09-30 $11k 35 314.29
2022-06-30 $12k 35 342.86
2022-03-31 $705k 1.7k 410.12
2021-12-31 $542k 1.1k 472.13
2021-09-30 $387k 911 424.81
2021-06-30 $309k 753 410.36
2021-03-31 $213k 602 353.82

More positions owned by Milestone Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Milestone Group

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