Boit C F David SPGI — S&P GLOBAL INC COM

Ownership history in Boit C F David  ·  10 quarters on record

AI Ownership Summary

Boit C F David reported S&P GLOBAL INC COM (SPGI) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.39% in 2026 Q1. The latest visible filing shows SPGI at 0.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPGI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Boit C F David's position in S&P GLOBAL INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SPGI was reported at 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPGI stock page Boit C F David fund profile Boit C F David full holdings
How Boit C F David held SPGI — position size vs. price
% of Fund (quarterly)    SPGI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 2,050 +1,350 +192.9% 0.39% $872K 2026-04-09 $424.32
2025 Q4 UNCHANGED — — — 700 — 0% 0.16% $379K 2026-01-15 $544.17
2025 Q3 UNCHANGED — — — 700 — 0% 0.15% $341K 2025-10-28 $491.57
2025 Q2 UNCHANGED — — — 700 — 0% 0.18% $369K 2025-07-30 $526.15
2025 Q1 UNCHANGED — — — 700 — 0% 0.18% $356K 2025-04-08 $438.03
2024 Q4 UNCHANGED — — — 700 — 0% 0.14% $349K 2025-01-24 $508.80
2024 Q3 UNCHANGED — — — 700 — 0% 0.18% $360K 2024-10-07 $500.66
2024 Q2 UNCHANGED — — — 700 — 0% 0.16% $312K 2024-07-10 $459.86
2024 Q1 UNCHANGED — — — 700 — 0% 0.16% $291K 2024-05-02 $410.60
2023 Q4 INITIATED — — — 700 — — 0.17% $301K 2024-01-24 $438.19

🏢 Other funds also holding SPGI

As of 2026 Q1 — sorted by position size

Valley Forge Capital Management, LP 3Y 7Y 22.15% C Partners Holding GmbH 3Y 7Y 16.92% TCI Fund Management Ltd 3Y 7Y 13.22% Alfreton Capital LLP 3Y 13.12% Milestone Resources Group Ltd 3Y 7Y 12.98% Explore Capital Management, LLC 12.82% BLS CAPITAL FONDSMAEGLERSELSKAB A/S 3Y 7Y 12.75% Camrose Capital Investment Partners LLP 11.74% Laurus Global Equity Management Inc. 3Y 10.9% Coalescence Partners Investment Management, LP 10.82%

FAQ About Boit C F David and SPGI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Boit C F David reported owning SPGI?

Boit C F David reported SPGI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SPGI position in Boit C F David's portfolio?

The largest reported portfolio weight for SPGI was 0.39% in 2026 Q1.

What is the latest reported SPGI position on this page?

The most recent filing on this page is 2026 Q1, when Boit C F David reported 2,050 shares, equal to 0.39% of portfolio, with an estimated market value of $872K.

What does the chart on this SPGI ownership page compare?

The chart compares Boit C F David's quarterly SPGI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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