SIMON QUICK ADVISORS, LLC

Position in SPGI — S&P Global Inc.

CIK 1692038 MORRISTOWN, NJ

Position in SPGI

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$236,914

-$109,563 QoQ

Shares Held

589

-16.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 41% Shared 0% None 59%

Financial Services · as of Jun 30, 2026

SIMON QUICK ADVISORS, LLC holds $1,233,232 across 2 Financial Data & Stock Exchanges names.

#	Ticker	Company	Shares	Value (USD)	Open
1	COIN	Coinbase Global, Inc.	6,960	$1,017,482
2	CME	Cme Group Inc.	977	$215,750

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$236,914	557	-16.0%	Shares	Sole	2026-05-06
2025-12-31	$346,477	663	+23.5%	Shares	Sole	2026-01-29
2025-09-30	$261,363	537	-77.2%	Shares	Sole	2025-10-21
2025-03-31	$1,197,591	2,357	+15.8%	Shares	Sole	2025-04-15
2024-12-31	$1,013,989	2,036	+6.8%	Shares	Sole	2025-01-17
2024-09-30	$985,194	1,907	+11.0%	Shares	Sole	2024-10-15
2024-06-30	$766,227	1,718	+19.4%	Shares	Sole	2024-08-02
2024-03-31	$612,222	1,439	+17.4%	Shares	Sole	2024-04-19
2023-12-31	$540,077	1,226	+1.2%	Shares	Sole	2024-01-16
2023-09-30	$442,876	1,212	+102.7%	Shares	Sole	2023-10-24
2023-06-30	$239,732	598	+1228.9%	Shares	Sole	2023-08-01
2022-03-31	$18,458	45	+4.7%	Shares	Sole	2022-05-05
2021-12-31	$20,292	43	-48.8%	Shares	Sole	2022-02-08
2021-09-30	$35,690	84	+52.7%	Shares	Sole	2021-10-27
2021-06-30	$22,574	55	+27.9%	Shares	Sole	2021-07-21
2021-03-31	$15,173	43	0.0%	Shares	Sole	2021-05-06
2020-12-31	$14,135	43	-32.8%	Shares	Sole	2021-01-27
2020-09-30	$23,078	64	+93.9%	Shares	Sole	2020-10-26
2020-06-30	$10,872	33	0.0%	Shares	Sole	2020-08-04
2020-03-31	$8,086	33	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.