Number of Shares
1.02 Mil
Current Holdings Value*
$516.38 Mil
% of Portfolio
8.69%
Total Estimate Gain
$535.89 Mil
% of Total Estimate Gain
68.53%

Rothschild & Co Wealth Management UK Ltd's S&P Global Inc Holding Summary

As of 2025-03-31, Rothschild & Co Wealth Management UK Ltd held 1.02 Mil shares of S&P Global Inc(SPGI), totaling $516.38 Mil. This investment constitutes 8.69% of their stock portfolio, and Rothschild & Co Wealth Management UK Ltd now holds 0.33% of the outstanding S&P Global Inc(SPGI) stock.

The initial trade took place in 2018Q2. And since then Rothschild & Co Wealth Management UK Ltd has made 16 purchases of SPGI, at an average price of $219.76, for a total of 3.56 Mil shares. In addition, there have been 11 sales at an average price of $307.97 for 2.54 Mil shares. Based on historical transaction data and SPGI's current price of $526.39, Rothschild & Co Wealth Management UK Ltd's estimated gain on his SPGI holdings is $535.89 Mil, reflecting a 68.53% gain to date.

Rothschild & Co Wealth Management UK Ltd SPGI ($526.39) Holding Chart

Rothschild & Co Wealth Management UK Ltd SPGI ($526.39) 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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