Number of Shares
14,492.00
Current Holdings Value*
$7.64 Mil
% of Portfolio
3.91%
Total Estimate Gain
$4.34 Mil
% of Total Estimate Gain
94.92%

Birch Capital Management, LLC's S&P Global Inc Holding Summary

As of 2025-06-30, Birch Capital Management, LLC held 14,492.00 shares of S&P Global Inc(SPGI), totaling $7.64 Mil. This investment constitutes 3.91% 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 13 sales at an average price of $396.75 for 3,056.00 shares. Based on historical transaction data and SPGI's current price of $530.85, Birch Capital Management, LLC's estimated gain on his SPGI holdings is $4.34 Mil, reflecting a 94.92% gain to date.

Birch Capital Management, LLC SPGI ($530.85) Holding Chart

Birch Capital Management, LLC SPGI ($530.85) 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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