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User

David Rolfe

Wedgewood Partners

David Rolfe S&P Global Inc stake

total: 97

Wedgewood Partners SPGI trades

Total transactions:
27
New positions:
1
Added:
3
Reduced:
23
Held since:
2019 Q4
Held for:
27 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, David Rolfe holds 31,339 S&P Global Inc (SPGI) shares with a market value of roughly $12.76M accounting for 2.63% of the overall portfolio. To date, the estimated cost basis is nearly $301.91 for "buy" trades and estimated average "sell" price is $319.3. Wedgewood Partners first purchased SPGI in 2019 Q4, initially acquiring 86,022 shares. Since the initial investment in S&P Global Inc (SPGI), Wedgewood Partners has made 26 more transactions.

How many SPGI shares does David Rolfe currently hold?

According to 2026 Q2 report, David Rolfe holds 31,339 shares of S&P Global Inc (SPGI), valued at around $12.76M.

When did David Rolfe buy S&P Global Inc (SPGI)?

David Rolfe first invested in S&P Global Inc (SPGI) in 2019 Q4 at the reported quarter-end price of $273.02 per share.

What's the cost basis of Wedgewood Partners's SPGI stake?

The estimated cost basis for S&P Global Inc (SPGI) stake is around $301.91 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$301.91
Weighted AVG sell price:
$319.30

David Rolfe's historical trades in S&P Global Inc

27 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
2.63%
31,339
$407.26
$12,763,035
-3.19% (-1,032)
-0.09%
2026 Q1
2.84%
32,371
$425.34
$13,768,529
-4.13% (-1,393)
-0.11%
2025 Q4
3.30%
33,764
$522.58
$17,644,469
-2.76% (-960)
-0.09%
2025 Q3
3.08%
34,724
$486.72
$16,900,703
+3.71% (+1,242)
+0.11%
2025 Q2
3.66%
33,482
$563.02
$18,851,188
-1.79% (-609)
-0.07%
2025 Q1
3.52%
34,091
$511.94
$17,452,625
+45.94% (+10,731)
+1.11%
2024 Q4
2.29%
23,360
$498.03
$11,633,995
-4.19% (-1,022)
-0.09%
2024 Q3
2.26%
24,382
$510.29
$12,441,866
-1.06% (-262)
-0.03%
2024 Q2
2.44%
24,644
$484.47
$11,939,219
-2.02% (-507)
-0.05%
2024 Q1
2.19%
25,151
$435.71
$10,958,499
-1.77% (-454)
-0.04%
2023 Q4
2.28%
$422.48
-2.45% (-642)
2023 Q3
2.29%
$365.41
-29.02% (-10,733)
2023 Q2
2.39%
$400.87
-4.48% (-1,734)
2023 Q1
2.26%
$344.76
-0.82% (-320)
2022 Q4
2.40%
$334.91
-0.67% (-263)
2022 Q3
2.26%
$305.32
-2.58% (-1,042)
2022 Q2
2.35%
$337.04
-1.11% (-452)
2022 Q1
2.36%
$410.16
+0.02% (+10)
2021 Q4
2.55%
$471.91
-0.81% (-335)
2021 Q3
2.46%
$424.87
-1.06% (-439)
2021 Q2
2.47%
$410.42
-5.12% (-2,243)
2021 Q1
2.38%
$352.85
-6.43% (-3,008)
2020 Q4
2.29%
$328.70
-5.41% (-2,679)
2020 Q3
2.82%
$360.57
-4.87% (-2,534)
2020 Q2
2.90%
$329.46
-7.06% (-3,949)
2020 Q1
2.60%
$245.03
-34.94% (-30,054)
2019 Q4
2.38%
$273.02
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.