Berkeley, Inc SPGI Holdings History
Number of Shares
8,896.00
Current Holdings Value*
$4.52 Mil
% of Portfolio
2.12%
Total Estimate Gain
$165,821.44
% of Total Estimate Gain
3.65%
Berkeley, Inc's S&P Global Inc Holding Summary
As of 2025-03-31, Berkeley, Inc held 8,896.00 shares of S&P Global Inc(SPGI), totaling $4.52 Mil. This investment constitutes 2.12% of their stock portfolio, and Berkeley, Inc now holds 0% of the outstanding S&P Global Inc(SPGI) stock.
The initial trade took place in 2025Q1. And since then Berkeley, Inc has made 1 purchases of SPGI, at an average price of $510.97, for a total of 8,896.00 shares. Based on historical transaction data and SPGI's current price of $529.61, Berkeley, Inc's estimated gain on his SPGI holdings is $165,821.44, reflecting a 3.65% gain to date.
Berkeley, Inc SPGI ($529.61) Holding Chart
Berkeley, Inc SPGI ($529.61) 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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