Baron FinTech Fund SPGI Holdings History

Number of Shares
6,300.00
Current Holdings Value*
$3.07 Mil
% of Portfolio
4.39%
Total Estimate Gain
$525,033.82
% of Total Estimate Gain
20.29%

Baron FinTech Fund's S&P Global Inc Holding Summary

As of 2025-09-30, BARON SELECT FUNDS held 6,300.00 shares of S&P Global Inc(SPGI), totaling $3.07 Mil. This investment constitutes 4.39% of their stock portfolio, and BARON SELECT FUNDS now holds 0% of the outstanding S&P Global Inc(SPGI) stock.

The initial trade took place in 2020Q1. And since then Baron FinTech Fund has made 11 purchases of SPGI, at an average price of $349.70, for a total of 7,400.00 shares. In addition, there have been 4 sales at an average price of $433.75 for 1,100.00 shares. Based on historical transaction data and SPGI's current price of $418.36, Baron FinTech Fund's estimated gain on his SPGI holdings is $525,033.82, reflecting a 20.29% gain to date.

Baron FinTech Fund SPGI ($418.36) Holding Chart

Baron FinTech Fund SPGI ($418.36) 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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