Charter Trust »

S&p Global shares owned by Charter Trust

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Charter Trust from 13F filings

Historical chart of Charter Trust investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in S&p Global by Charter Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $990k 2.3k 425.45
2023-12-31 $1.0M 2.3k 440.52
2023-09-30 $684k 1.9k 365.41
2023-06-30 $759k 1.9k 400.89
2023-03-31 $652k 1.9k 344.77
2022-12-31 $634k 1.9k 335.10
2022-09-30 $578k 1.9k 305.50
2022-06-30 $641k 1.9k 337.01
2022-03-31 $212k 515 411.65
2021-12-31 $306k 648 472.22
2021-09-30 $276k 648 425.93
2021-06-30 $450k 1.1k 409.84
2021-03-31 $388k 1.1k 353.37
2020-12-31 $755k 2.3k 328.55
2020-09-30 $1.3M 3.6k 360.76
2020-06-30 $1.2M 3.6k 329.63
2020-03-31 $905k 3.7k 245.06
2019-12-31 $1.1M 4.0k 273.11
2019-09-30 $1.1M 4.4k 245.08
2019-06-30 $905k 4.0k 227.73
2019-03-31 $837k 4.0k 210.62
2018-12-31 $675k 4.0k 169.85
2018-09-30 $732k 3.7k 195.25
2018-06-30 $764k 3.7k 203.83
2018-03-31 $735k 3.8k 190.93
2017-12-31 $652k 3.8k 169.31
2017-09-30 $601k 3.8k 156.21
2017-06-30 $561k 3.8k 145.86
2017-03-31 $526k 4.0k 130.61
2016-12-31 $456k 4.2k 107.42
2016-09-30 $538k 4.2k 126.67
2016-06-30 $455k 4.2k 107.14