Position in SPGI
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$277,321
-$437,059 QoQ
Shares Held
689
-52.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026SCHMIDT P J INVESTMENT MANAGEMENT INC holds $3,307,350 across 1 Financial Data & Stock Exchanges name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
26,865 | $3,307,350 |
All Filings in SPGI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $277,321 | 652 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $714,380 | 1,367 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $892,139 | 1,833 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,070,398 | 2,030 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,038,556 | 2,044 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $1,030,922 | 2,070 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,095,234 | 2,120 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $970,049 | 2,175 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $963,218 | 2,264 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,025,971 | 2,329 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $831,673 | 2,276 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $910,822 | 2,272 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $825,379 | 2,394 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $878,882 | 2,624 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $831,773 | 2,724 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $924,892 | 2,744 | Shares | Sole | 2022-08-24 | |
| 2022-03-31 | $1,191,572 | 2,905 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,210,500 | 2,565 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,066,898 | 2,511 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,032,692 | 2,516 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $885,350 | 2,509 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $661,075 | 2,011 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $338,963 | 940 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $290,601 | 882 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $205,351 | 838 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||