JERICHO FINANCIAL, LLP SPGI — S&P GLOBAL INC

Ownership history in JERICHO FINANCIAL, LLP  ·  6 quarters on record

AI Ownership Summary

JERICHO FINANCIAL, LLP reported S&P GLOBAL INC (SPGI) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.64% in 2024 Q4. The latest visible filing shows SPGI at 0.31% 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 JERICHO FINANCIAL, LLP's position in S&P GLOBAL INC, 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 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.64% in 2024 Q4

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

Time in book
Holding Window
2024 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 JERICHO FINANCIAL, LLP fund profile JERICHO FINANCIAL, LLP full holdings
How JERICHO FINANCIAL, LLP 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 1,165 -195 -14.3% 0.31% $495K 2026-04-29 $433.19
2025 Q4 REDUCED 17.9% -18.4% ✅ 1,360 -296 -17.9% 0.43% $711K 2026-01-21 $529.93
2025 Q3 ADDED — — — 1,656 +2 +0.1% 0.49% $806K 2025-10-29 $471.03
2025 Q2 REDUCED — — — 1,654 -37 -2.2% 0.58% $872K 2025-08-01 $542.38
2025 Q1 REDUCED — — — 1,691 -81 -4.6% 0.62% $859K 2025-04-22 $462.76
2024 Q4 INITIATED — — — 1,772 — — 0.64% $883K 2025-01-27 $515.73

🏢 Other funds also holding SPGI

As of 2026 Q1 — sorted by position size

Laurus Global Equity Management Inc. 3Y 10.9% Hingham Institution for Savings 4.51% JIA INVESTMENT ALLIANCE PTE. LTD. 3Y 4.09% Banque de Luxembourg S.A. 3.43% Clio Asset Management LLC 3.39% Altrafin AG 3.19% Birch Capital Management, LLC 3Y 3.12% James Hambro & Partners LLP 3Y 7Y 3.0% PROFESSIONAL ADVISORY SERVICES INC 3Y 7Y 2.97% Berkeley, Inc 2.89%

FAQ About JERICHO FINANCIAL, LLP and SPGI

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

How long has JERICHO FINANCIAL, LLP reported owning SPGI?

JERICHO FINANCIAL, LLP reported SPGI across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SPGI position in JERICHO FINANCIAL, LLP's portfolio?

The largest reported portfolio weight for SPGI was 0.64% in 2024 Q4.

What is the latest reported SPGI position on this page?

The most recent filing on this page is 2026 Q1, when JERICHO FINANCIAL, LLP reported 1,165 shares, equal to 0.31% of portfolio, with an estimated market value of $495K.

What does the chart on this SPGI ownership page compare?

The chart compares JERICHO FINANCIAL, LLP'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.

How well did JERICHO FINANCIAL, LLP time their SPGI position?

Based on 13F filing dates vs. subsequent SPGI price moves, JERICHO FINANCIAL, LLP correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on SPGI relative to SPY over the holding period was -25.0%.

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