A detailed history of Blue Zone Wealth Advisors, LLC transactions in S&P Global Inc. stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 10,748 shares of SPGI stock, worth $5.49 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares
10,748
Previous 10,888 1.29%
Holding current value
$5.49 Million
Previous $4.63 Million 3.48%
% of portfolio
1.76%
Previous 1.7%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

SELL
$408.56 - $448.91 $57,198 - $62,847
-140 Reduced 1.29%
10,748 $4.79 Million
Q1 2024

Apr 17, 2024

BUY
$418.48 - $459.72 $106,712 - $117,228
255 Added 2.4%
10,888 $4.63 Million
Q4 2023

Jan 09, 2024

BUY
$342.48 - $441.84 $144,526 - $186,456
422 Added 4.13%
10,633 $4.68 Million
Q3 2023

Oct 13, 2023

BUY
$363.06 - $428.41 $3.71 Million - $4.37 Million
10,211 New
10,211 $3.73 Million

Others Institutions Holding SPGI

About S&P Global Inc.


  • Ticker SPGI
  • Exchange NYSE
  • Sector Financial Services
  • Industry Financial Data & Stock Exchanges
  • Shares Outstandng 325,800,000
  • Market Cap $166B
  • Description
  • S&P Global Inc., together with its subsidiaries, provides credit ratings, benchmarks, analytics, and workflow solutions in the global capital, commodity, and automotive markets. It operates in six divisions: S&P Global Ratings, S&P Dow Jones Indices, S&P Global Commodity Insights, S&P Global Market Intelligence, S&P Globa...
More about SPGI
Track This Portfolio

Track Blue Zone Wealth Advisors, LLC Portfolio

Follow Blue Zone Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Zone Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Zone Wealth Advisors, LLC with notifications on news.