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Disclosery

Carlson Capital Management: SPGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carlson Capital Management on SPGI, newest first. How the timeline and the estimate are built.

Carlson Capital Management held 0 SPGI shares at 2024-03-31 per its 13F-HR filed 2024-04-12.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 0 shares
    Change vs previous 13F -1,277 shares

    13F-HR 0001581298-24-000002 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-12-31
    13F 1,277 shares
    Change vs previous 13F +129 shares

    0.03% of the 13F portfolio, value $562,544.

    13F-HR 0001581298-24-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2023-09-30
    13F 1,148 shares
    Change vs previous 13F +202 shares

    0.02% of the 13F portfolio, value $419,491.

    13F-HR 0001581298-23-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-06-30
    13F 946 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $379,242.

    13F-HR 0001581298-23-000003 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).