Evercore Wealth Management, LLC S&P Global Inc. Transaction History

Evercore Wealth Management, LLC

$6.66 Billion
Q3 2024

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 $1.9 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,780

Previous 3,780 -0.0%

Holding current value

$1.9 Million

Previous $1.69 Million 15.85%

% of portfolio

0.03%

Previous 0.03%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

2,110

Shares Held

264M

Call Options Held

1.46M

Put Options Held

1.12M

View Full List

About S&P Global Inc.

Ticker SPGI
Exchange NYSE
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 325,800,000
Market Cap $164B
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...

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Evercore Wealth Management, LLC S&P Global Inc. Transaction History