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S&p Global shares owned by Beaumont Financial Advisors

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Beaumont Financial Advisors from 13F filings

Historical chart of Beaumont Financial Advisors investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 2.4k 425.40
2023-12-31 $1.1M 2.5k 440.44
2023-09-30 $922k 2.5k 365.46
2023-06-30 $1.1M 2.7k 400.92
2023-03-31 $955k 2.8k 344.77
2022-12-31 $955k 2.9k 334.91

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View all positions for Beaumont Financial Advisors

Top funds holding S&p Global

Vanguard Group
BlackRock
TCI Fund Management
Wellington Management Company
Geode Capital Management
FMR
Morgan Stanley
Bank of America Corporation
Edgewood Management
Northern Trust
Legal & General Group
Wells Fargo & Company
T. Rowe Price Associates
Parnassus Investments
Goldman Sachs Group

View all funds holding S&p Global