Select Equity Group — SPGI Trade History

Quarter-by-quarter changes in the S&P GLOBAL INC position · CUSIP 78409V104
Currently held · 5.5 YearsFirst seen: 2016 Q3split-adjusted
QuarterFiledActivitySharesΔ SharesΔ %Value% Port.
2026 Q22026-08-14Add258,538146,959+131.7%$99.6M0.49%
2026 Q12026-05-15Add111,57932,361+40.9%$44.9M0.23%
2025 Q42026-02-17Add79,21826,502+50.3%$39.2M0.17%
2025 Q32025-11-14Reduce52,716-1,705-3.1%$24.3M0.10%
2025 Q22025-08-14Reduce54,421-27,263-33.4%$27.1M0.11%
2025 Q12025-05-15Reduce81,684-21,452-20.8%$39.3M0.17%
2024 Q42025-02-14Reduce103,136-28,043-21.4%$48.6M0.19%
2024 Q32024-11-14Reduce131,179-119,859-47.7%$64.1M0.23%
2024 Q22024-08-14Add251,03876,020+43.4%$105.9M0.42%
2024 Q12024-05-15Reduce175,018-131,381-42.9%$70.4M0.25%
2023 Q42024-02-14Add306,399220,807+258.0%$127.7M0.46%
2023 Q32023-11-14Reduce85,592-18,553-17.8%$29.6M0.12%
2023 Q22023-08-14Reduce104,145-56,912-35.3%$39.5M0.15%
2023 Q12023-05-15Reduce161,057-315,914-66.2%$52.5M0.19%
2022 Q42023-02-14Add476,971150,447+46.1%$151.1M0.57%
2022 Q32022-11-14Reduce326,524-169,470-34.2%$94.3M0.33%
2022 Q22022-08-15Add495,994328,241+195.7%$158.2M0.51%
2022 Q12022-05-16Add167,753164,633+5276.7%$65.1M0.21%
2021 Q42022-02-14Hold3,1200.0%$1.4M0.00%
2021 Q32021-11-15Reduce3,120-9,667-75.6%$1.25B0.00%
2021 Q22021-08-16Reduce12,787-18,993-59.8%$4.97B0.02%
2021 Q12021-05-17New31,78031,780$10.61B0.04%
2020 Q42021-02-16
2020 Q32020-11-16
2020 Q22020-08-14
2020 Q12020-05-15
2019 Q42020-02-14
2019 Q32019-11-14
2019 Q22019-08-14
2019 Q12019-05-15
2018 Q42019-02-14
2018 Q32018-11-14
2018 Q22018-08-14
2018 Q12018-05-15
2017 Q42018-02-14
2017 Q32017-11-14
2017 Q22017-08-14
2017 Q12017-05-15
2016 Q42017-02-14Sold out-242,049-100.0%
2016 Q32016-11-14New242,049242,049$28.98B0.25%

Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.