S&p Global shares owned by UMA Financial Services
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in S&p Global
Tip: Access up to 7 years of quarterly data
All positions including S&p Global held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $252k | 476 | 528.45 |
2024-06-30 | $270k | 552 | 488.79 |
2024-03-31 | $236k | 578 | 408.56 |
2021-12-31 | $209k | 468 | 446.58 |
2021-09-30 | $210k | 474 | 443.04 |
2021-06-30 | $200k | 478 | 418.41 |