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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

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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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Quarterly reported holdings in S&p Global by UMA Financial Services

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