A detailed history of Evercore Wealth Management, LLC transactions in S&P Global Inc. stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 3,780 shares of SPGI stock, worth $1.88 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,780
Previous 3,780 -0.0%
Holding current value
$1.88 Million
Previous $1.69 Million 15.85%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Aug 14, 2024

SELL
$408.56 - $448.91 $5,311 - $5,835
-13 Reduced 0.34%
3,780 $1.69 Million
Q1 2024

May 15, 2024

SELL
$418.48 - $459.72 $56,494 - $62,062
-135 Reduced 3.44%
3,793 $1.61 Million
Q4 2023

Feb 14, 2024

BUY
$342.48 - $441.84 $39,727 - $51,253
116 Added 3.04%
3,928 $1.73 Million
Q3 2023

Nov 14, 2023

SELL
$363.06 - $428.41 $18,153 - $21,420
-50 Reduced 1.29%
3,812 $1.39 Million
Q2 2023

Aug 04, 2023

SELL
$338.83 - $400.89 $3,049 - $3,608
-9 Reduced 0.23%
3,862 $1.55 Million
Q4 2022

Feb 14, 2023

BUY
$286.62 - $362.67 $8,598 - $10,880
30 Added 0.78%
3,871 $1.3 Million
Q3 2022

Nov 14, 2022

SELL
$305.35 - $393.2 $12,214 - $15,728
-40 Reduced 1.03%
3,841 $1.17 Million
Q1 2022

May 16, 2022

BUY
$373.37 - $461.1 $206,473 - $254,988
553 Added 16.62%
3,881 $1.59 Million
Q4 2021

Feb 14, 2022

SELL
$415.85 - $478.97 $2,079 - $2,394
-5 Reduced 0.15%
3,328 $1.57 Million
Q2 2021

Aug 16, 2021

SELL
$361.2 - $412.36 $100,774 - $115,048
-279 Reduced 7.72%
3,333 $1.37 Million
Q1 2021

May 17, 2021

SELL
$305.95 - $361.74 $1.67 Million - $1.98 Million
-5,474 Reduced 60.25%
3,612 $1.28 Million
Q4 2020

Feb 16, 2021

BUY
$313.63 - $364.97 $5,645 - $6,569
18 Added 0.2%
9,086 $2.99 Million
Q3 2020

Nov 16, 2020

SELL
$333.25 - $378.41 $16,995 - $19,298
-51 Reduced 0.56%
9,068 $3.27 Million
Q2 2020

Aug 13, 2020

BUY
$234.33 - $333.38 $2,343 - $3,333
10 Added 0.11%
9,119 $3 Million
Q1 2020

May 14, 2020

SELL
$192.05 - $311.16 $34,761 - $56,319
-181 Reduced 1.95%
9,109 $2.23 Million
Q4 2019

Feb 13, 2020

SELL
$236.44 - $274.38 $1,182 - $1,371
-5 Reduced 0.05%
9,290 $2.54 Million
Q2 2019

Aug 13, 2019

SELL
$208.68 - $231.28 $9,807 - $10,870
-47 Reduced 0.5%
9,295 $2.12 Million
Q1 2019

May 14, 2019

SELL
$164.37 - $210.55 $195,764 - $250,765
-1,191 Reduced 11.31%
9,342 $1.97 Million
Q4 2018

Feb 13, 2019

SELL
$159.0 - $199.41 $35,139 - $44,069
-221 Reduced 2.06%
10,533 $1.79 Million
Q3 2018

Nov 13, 2018

BUY
$195.39 - $214.78 $116,843 - $128,438
598 Added 5.89%
10,754 $2.1 Million
Q2 2018

Aug 14, 2018

BUY
$186.63 - $208.68 $329,775 - $368,737
1,767 Added 21.06%
10,156 $2.07 Million
Q1 2018

May 15, 2018

SELL
$166.36 - $195.96 $983,187 - $1.16 Million
-5,910 Reduced 41.33%
8,389 $1.6 Million
Q4 2017

Feb 13, 2018

SELL
$155.5 - $172.57 $87,857 - $97,502
-565 Reduced 3.8%
14,299 $2.42 Million
Q3 2017

Nov 13, 2017

BUY
$148.28 - $156.82 $2.2 Million - $2.33 Million
14,864
14,864 $2.32 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 $162B
  • 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
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