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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