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Doyle Wealth Management

SEC CIK
0001698219
Latest filing
Nov 15, 2022

SPGI holding history

S&P Global Inc. in every 13F filed by Doyle Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPGI overviewAll 13F holders of SPGIFull Q3 2022 holdings

Shares (Q3 2022)
39,944
Value
$12.2M
% of portfolio
1.0%
Quarters held
7
Since Q1 2021
Holdings of SPGI by Doyle Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202239,944$12.2M1.0%+10.0%AddedHolders
Q2 202239,943$13.5M1.1%+1,437+3.7%AddedHolders
Q1 202238,506$15.8M1.1%+912+2.4%AddedHolders
Q4 202137,594$17.7M1.3%+172+0.5%AddedHolders
Q3 202137,422$15.9M1.3%+330+0.9%AddedHolders
Q2 202137,092$15.2M1.3%+2,569+7.4%AddedHolders
Q1 202134,523$12.2M1.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.