Steward Large Cap Value Fund SPGI Holdings History
Steward Large Cap Value Fund's S&P Global Inc Holding Summary
As of 2025-04-30, Steward Large Cap Value Fund held 2,800.00 shares of S&P Global Inc(SPGI), totaling $1.40 Mil. This investment constitutes 1.7% of their stock portfolio, and Steward Large Cap Value Fund now holds 0% of the outstanding S&P Global Inc(SPGI) stock.
The initial trade took place in 2022Q1. And since then Steward Large Cap Value Fund has made 4 purchases of SPGI, at an average price of $437.04, for a total of 9,200.00 shares. In addition, there have been 4 sales at an average price of $444.92 for 6,400.00 shares. Based on historical transaction data and SPGI's current price of $526.68, Steward Large Cap Value Fund's estimated gain on his SPGI holdings is $301,495.00, reflecting a 7.50% gain to date.
Steward Large Cap Value Fund SPGI ($526.68) Holding Chart
Steward Large Cap Value Fund SPGI ($526.68) 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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