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STERLING INVESTMENT MANAGEMENT, LLC → SPGI
STERLING INVESTMENT MANAGEMENT, LLC SPGI Position History
S&P Global Inc. • Financial Services
Quarters held
5
Latest value
$6.6M
Q3 2026
Peak value
$8.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.7M |
| Q4 2025 | $6.9M |
| Q1 2026 | $8.5M |
| Q2 2026 | $8M |
| Q3 2026 | $6.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.6M | 16.8K | — | — |
| Q2 2026 | $8M | 19.6K | — | — |
| Q1 2026 | $8.5M | 20.1K | — | — |
| Q4 2025 | $6.9M | 13.2K | — | — |
| Q3 2025 | $5.7M | 11.7K | — | — |
Other funds holding SPGI
$15.1B
$14.4B
$14.2B
$13.3B
$7.5B
$7.4B
$7.2B
$7.2B
Other STERLING INVESTMENT MANAGEMENT, LLC positions
VGES
$15.4MVANGUARD MORTGAGE-BACKED SECURITIES ETF
VGES
$15.3MVANGUARD MORTGAGE-BACKED SECURITIES ETF
VGES
$15.2MVANGUARD MORTGAGE-BACKED SECURITIES ETF
BRK-A
$15.1MBERKSHIRE HATHAWAY INC DEL CL B NEW
BRK-A
$15MBERKSHIRE HATHAWAY INC DEL CL B NEW
VGES
$15MVANGUARD MORTGAGE-BACKED SECURITIES ETF
GLD
$14.2MSPDR GOLD SHARES
VGES
$13.8MVANGUARD MORTGAGE-BACKED SECURITIES ETF