MOODY LYNN LIEBERSON & WALKER, LLC SPGI — S&P GLOBAL INC

Ownership history in MOODY LYNN LIEBERSON & WALKER, LLC  ·  6 quarters on record

AI Ownership Summary

MOODY LYNN LIEBERSON & WALKER, LLC reported S&P GLOBAL INC (SPGI) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows SPGI at 0.01% 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 MOODY LYNN LIEBERSON & WALKER, LLC'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
2025 Q4

SPGI was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

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

Time in book
Holding Window
2024 Q3 to 2025 Q4

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 MOODY LYNN LIEBERSON & WALKER, LLC fund profile MOODY LYNN LIEBERSON & WALKER, LLC full holdings
How MOODY LYNN LIEBERSON & WALKER, LLC 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)
2025 Q4 REDUCED — — — 433 -2 -0.5% 0.01% $226K 2026-01-15 $544.17
2025 Q3 REDUCED — — — 435 -1 -0.2% 0.01% $212K 2025-10-20 $475.55
2025 Q2 ADDED — — — 436 +24 +5.8% 0.01% $230K 2025-07-17 $522.20
2025 Q1 UNCHANGED — — — 412 — 0% 0.01% $209K 2025-04-28 $475.60
2024 Q4 UNCHANGED — — — 412 — 0% 0.01% $205K 2025-01-21 $505.13
2024 Q3 INITIATED — — — 412 — — 0.01% $213K 2024-10-23 $505.11

🏢 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 MOODY LYNN LIEBERSON & WALKER, LLC and SPGI

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

How long has MOODY LYNN LIEBERSON & WALKER, LLC reported owning SPGI?

MOODY LYNN LIEBERSON & WALKER, LLC reported SPGI across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported SPGI position in MOODY LYNN LIEBERSON & WALKER, LLC's portfolio?

The largest reported portfolio weight for SPGI was 0.01% in 2025 Q1.

What is the latest reported SPGI position on this page?

The most recent filing on this page is 2025 Q4, when MOODY LYNN LIEBERSON & WALKER, LLC reported 433 shares, equal to 0.01% of portfolio, with an estimated market value of $226K.

What does the chart on this SPGI ownership page compare?

The chart compares MOODY LYNN LIEBERSON & WALKER, LLC'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 MOODY LYNN LIEBERSON & WALKER, LLC time their SPGI position?

Based on 13F filing dates vs. subsequent SPGI price moves, MOODY LYNN LIEBERSON & WALKER, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on SPGI relative to SPY over the holding period was -9.4%.

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