A detailed history of Fermata Advisors, LLC transactions in S&P Global Inc. stock. As of the latest transaction made, Fermata Advisors, LLC holds 620 shares of SPGI stock, worth $304,922. This represents 0.07% of its overall portfolio holdings.

Number of Shares
620
Previous 595 4.2%
Holding current value
$304,922
Previous $265,000 20.75%
% of portfolio
0.07%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

BUY
$446.32 - $527.38 $11,158 - $13,184
25 Added 4.2%
620 $320,000
Q2 2024

Jul 12, 2024

BUY
$408.56 - $448.91 $243,093 - $267,101
595 New
595 $265,000
Q4 2023

Jan 19, 2024

SELL
$342.48 - $441.84 $29,453 - $37,998
-86 Reduced 14.85%
493 $217,000
Q3 2023

Nov 06, 2023

BUY
$363.06 - $428.41 $210,211 - $248,049
579 New
579 $211,000

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 $160B
  • 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 Fermata Advisors, LLC Portfolio

Follow Fermata 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 Fermata Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fermata Advisors, LLC with notifications on news.