S&p Global shares owned by Appleton Partners
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in S&p Global
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Quarterly reported holdings in S&p Global by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $309k | 702 | 440.17 |
| 2023-09-30 | $257k | 702 | 366.10 |
| 2023-06-30 | $362k | 902 | 401.33 |
| 2023-03-31 | $311k | 902 | 344.79 |
| 2022-12-31 | $676k | 2.0k | 334.99 |
| 2022-09-30 | $639k | 2.1k | 305.45 |
| 2022-06-30 | $735k | 2.2k | 337.16 |
| 2022-03-31 | $940k | 2.3k | 410.12 |
| 2021-12-31 | $1.2M | 2.5k | 472.03 |
| 2021-09-30 | $1.1M | 2.6k | 424.76 |
| 2021-06-30 | $1.1M | 2.7k | 410.51 |
| 2021-03-31 | $1.1M | 3.1k | 352.83 |
| 2020-12-31 | $1.0M | 3.2k | 328.72 |
| 2020-09-30 | $1.2M | 3.4k | 360.64 |
| 2020-06-30 | $1.1M | 3.5k | 329.59 |
| 2020-03-31 | $915k | 3.7k | 244.98 |
| 2019-12-31 | $1.1M | 3.9k | 273.07 |
| 2019-09-30 | $1.0M | 4.2k | 244.97 |
| 2019-06-30 | $1.1M | 4.8k | 227.85 |
| 2019-03-31 | $1.0M | 4.8k | 210.49 |
| 2018-12-31 | $916k | 5.4k | 169.91 |
| 2018-09-30 | $1.3M | 6.8k | 195.41 |
| 2018-06-30 | $1.4M | 6.7k | 203.86 |
| 2018-03-31 | $1.3M | 7.0k | 191.04 |
| 2017-12-31 | $5.6M | 33k | 169.41 |
| 2017-09-30 | $5.2M | 33k | 156.31 |
| 2017-06-30 | $4.9M | 33k | 146.00 |
| 2017-03-31 | $4.3M | 33k | 130.74 |
| 2016-12-31 | $3.8M | 35k | 107.55 |
| 2016-09-30 | $4.3M | 34k | 126.55 |
| 2016-06-30 | $406k | 3.8k | 107.27 |