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.
| 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 |
| 2023 Q2 | UNCHANGED | 557 | — | 0% | 0.36% | $223K | $392.19 |
| 2022 Q1 | UNCHANGED | 557 | — | 0% | 0.36% | $228K | $396.40 |
| 2021 Q4 | INITIATED | 557 | — | — | 0.39% | $263K | $455.20 |
As of 2025 Q4 — sorted by position size