Number of Shares
38,811.00
Current Holdings Value*
$19.72 Mil
% of Portfolio
4.43%
Total Estimate Gain
$4.58 Mil
% of Total Estimate Gain
28.15%

Baron Durable Advantage Fund's S&P Global Inc Holding Summary

As of 2025-03-31, BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) held 38,811.00 shares of S&P Global Inc(SPGI), totaling $19.72 Mil. This investment constitutes 4.43% of their stock portfolio, and BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) now holds 0.01% of the outstanding S&P Global Inc(SPGI) stock.

The initial trade took place in 2019Q3. And since then Baron Durable Advantage Fund has made 13 purchases of SPGI, at an average price of $407.75, for a total of 39,876.00 shares. In addition, there have been 1 sales at an average price of $357.34 for 1,065.00 shares. Based on historical transaction data and SPGI's current price of $527.07, Baron Durable Advantage Fund's estimated gain on his SPGI holdings is $4.58 Mil, reflecting a 28.15% gain to date.

Baron Durable Advantage Fund SPGI ($527.07) Holding Chart

Baron Durable Advantage Fund SPGI ($527.07) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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