S&p Global shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in S&p Global
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Quarterly reported holdings in S&p Global by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.7M | 4.0k | 425.41 |
| 2023-12-31 | $1.7M | 3.9k | 440.47 |
| 2023-09-30 | $1.6M | 4.5k | 365.45 |
| 2023-06-30 | $1.6M | 3.9k | 400.93 |
| 2023-03-31 | $1.4M | 4.0k | 344.80 |
| 2022-12-31 | $1.6M | 4.8k | 334.96 |
| 2022-09-30 | $879k | 2.9k | 305.42 |
| 2022-06-30 | $823k | 2.4k | 337.16 |
| 2022-03-31 | $1.1M | 2.6k | 410.31 |
| 2021-12-31 | $1.1M | 2.2k | 471.82 |
| 2021-09-30 | $940k | 2.2k | 425.15 |
| 2021-03-31 | $59k | 167 | 353.29 |
| 2020-12-31 | $29k | 87 | 333.33 |
| 2020-09-30 | $26k | 72 | 361.11 |
| 2020-06-30 | $169k | 512 | 330.08 |
| 2020-03-31 | $129k | 488 | 264.34 |
| 2019-12-31 | $165k | 603 | 273.63 |
| 2019-09-30 | $125k | 511 | 244.62 |
| 2019-06-30 | $110k | 484 | 227.27 |
| 2019-03-31 | $23k | 107 | 214.95 |
| 2018-12-31 | $19k | 114 | 166.67 |
| 2018-09-30 | $23k | 126 | 182.54 |
| 2018-06-30 | $28k | 137 | 204.38 |
| 2018-03-31 | $26k | 135 | 192.59 |
| 2017-12-31 | $23k | 135 | 170.37 |
| 2017-09-30 | $3.0k | 19 | 157.89 |