Wallace Weitz SPGI Holdings History

Number of Shares
7,150.00
Current Holdings Value*
$2.75 Mil
% of Portfolio
0.19%
Total Estimate Gain
$15.23 Mil
% of Total Estimate Gain
66.51%

Wallace Weitz's S&P Global Inc Holding Summary

As of 2026-06-30, Weitz Investment Management Inc held 7,150.00 shares of S&P Global Inc(SPGI), totaling $2.75 Mil. This investment constitutes 0.19% of their stock portfolio, and Weitz Investment Management Inc now holds 0% of the outstanding S&P Global Inc(SPGI) stock.

The initial trade took place in 2020Q1. And since then Wallace Weitz has made 5 purchases of SPGI, at an average price of $289.95, for a total of 78,975.00 shares. In addition, there have been 7 sales at an average price of $489.81 for 71,825.00 shares. Based on historical transaction data and SPGI's current price of $412.52, Wallace Weitz's estimated gain on his SPGI holdings is $15.23 Mil, reflecting a 66.51% gain to date.

Wallace Weitz SPGI ($412.52) Holding Chart

Wallace Weitz SPGI ($412.52) 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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