SPGI — S&P Global Inc

Ownership history in Rosenbaum Jay D.  ·  7 quarters on record

This page tracks every 13F SEC filing in which Rosenbaum Jay D. 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
1.65% (2024 Q2)
Avg. % of fund
0.73%
First filed
2021 Q4
Last filed
2024 Q2
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q2 ADDED 653 +90 +16.0% 1.65% $291K $440.13
2024 Q1 UNCHANGED 563 — 0% 1.36% $240K $418.96
2023 Q4 REDUCED 563 -72 -11.3% 0.64% $248K $432.90
2023 Q3 ADDED 635 +78 +14.0% 0.39% $232K $358.31
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPGI price (monthly, adj. close)

Other funds also holding SPGI

As of 2025 Q4 — sorted by position size

Valley Forge Capital Management, LP 3Y 7Y 20.83% C Partners Holding GmbH 3Y 7Y 16.23% Spear Holdings RSC Ltd 13.64% PBCay One RSC Ltd 13.64% Milestone Resources Group Ltd 3Y 7Y 12.76% Totem Point Management, LLC 3Y 7Y 11.77% Atalan Capital Partners, LP 3Y 7Y 11.53% TCI Fund Management Ltd 3Y 7Y 11.48% Laurus Global Equity Management Inc. 3Y 11.13% SHERMAN PORFOLIOS, LLC 11.12%
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