Birch Capital Management, LLC SPGI Holdings History
Number of Shares
14,524.00
Current Holdings Value*
$7.38 Mil
% of Portfolio
3.84%
Total Estimate Gain
$4.26 Mil
% of Total Estimate Gain
93.29%
Birch Capital Management, LLC's S&P Global Inc Holding Summary
As of 2025-03-31, Birch Capital Management, LLC held 14,524.00 shares of S&P Global Inc(SPGI), totaling $7.38 Mil. This investment constitutes 3.84% of their stock portfolio, and Birch Capital Management, LLC now holds 0% of the outstanding S&P Global Inc(SPGI) stock.
The initial trade took place in 2019Q4. In addition, there have been 12 sales at an average price of $395.66 for 3,024.00 shares. Based on historical transaction data and SPGI's current price of $525.66, Birch Capital Management, LLC's estimated gain on his SPGI holdings is $4.26 Mil, reflecting a 93.29% gain to date.
Birch Capital Management, LLC SPGI ($525.66) Holding Chart
Birch Capital Management, LLC SPGI ($525.66) 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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