Ownership history in Maple Capital Management, Inc. Β· 36 quarters on record
This page tracks every 13F SEC filing in which Maple Capital Management, Inc. reported a position in S&P Global Inc (SPGI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Maple Capital Management, Inc. outperformed the S&P 500 by +5.4% annually on this SPGI position. Timing score: 54% (15/28 decisions correct). Average cost basis: $267.41. Maximum drawdown during holding period: β34.9%.
π₯ Exceptional β beat the S&P 500 by 5.4% per year on this position.
35 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
15 of 28 add/trim decisions correct
Best entry: $98.05 (2016 Q2) Β· Worst: $524.12 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
25 adds Β· 4 trims. Bought during 7 of 10 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.42% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size