UNITED CAPITAL FINANCIAL ADVISERS, LLC – S&P Global Inc. Transaction History
UNITED CAPITAL FINANCIAL ADVISERS, LLC portfolio value:
$56.77M
portfolio value
UNITED CAPITAL FINANCIAL ADVISERS, LLC quarter portfolio value change:
-9.41%
quarter
S&P Global Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.91% | -9.59K shares | -9.13M | $305.35 | 185.94K |
| Q2 2022 | share | Increase | +0.27% | 533 shares | -14.07M | $337.06 | 195.53K |
| Q1 2022 | share | Increase | +18.68% | 30.69K shares | 2.44M | $410.18 | 195.00K |
| Q4 2021 | share | Increase | +1.86% | 3.00K shares | 9.00M | $470.48 | 164.30K |
| Q3 2021 | share | Increase | +0.82% | 1.31K shares | 2.87M | $424.19 | 161.30K |
| Q2 2021 | share | Increase | +0.59% | 931 shares | 9.54M | $409.05 | 159.98K |
| Q1 2021 | share | Increase | +9.25% | 13.46K shares | 8.26M | $350.95 | 159.05K |
| Q4 2020 | share | Increase | +90.53% | 69.17K shares | 20.30M | $326.17 | 145.59K |
| Q3 2020 | share | Increase | +2.24% | 1.67K shares | 2.92M | $357.08 | 76.41K |
| Q2 2020 | share | Increase | +686.18% | 65.23K shares | 22.29M | $325.65 | 74.74K |
| Q1 2020 | share | Decrease | -22.47% | -2.75K shares | -1.01M | $241.69 | 9.50K |
| Q4 2019 | share | Decrease | -89.95% | -109.71K shares | -26.53M | $268.66 | 12.26K |
| Q3 2019 | share | Increase | +84.56% | 55.88K shares | 14.82M | $240.53 | 121.98K |
| Q2 2019 | share | Decrease | -61.66% | -106.31K shares | -21.24M | $223.16 | 66.09K |
| Q1 2019 | share | Increase | +8.98% | 14.20K shares | 9.41M | $205.72 | 172.40K |
| Q4 2018 | share | Increase | +55.47% | 56.44K shares | 7.00M | $165.57 | 158.19K |
| Q3 2018 | share | Increase | +38.49% | 28.27K shares | 4.90M | $189.84 | 101.75K |
| Q2 2018 | share | Increase | +67.06% | 29.49K shares | 6.57M | $197.61 | 73.47K |
| Q1 2018 | share | Increase | +14.13% | 5.44K shares | 1.87M | $184.71 | 43.98K |
| Q4 2017 | share | Increase | +402.52% | 30.86K shares | 5.32M | $163.35 | 38.53K |
| Q3 2017 | share | Decrease | -76.46% | -24.90K shares | -3.55M | $150.35 | 7.66K |
| Q2 2017 | share | Increase | +12.19% | 3.53K shares | 959K | $140.04 | 32.57K |
| Q1 2017 | share | Increase | +36.48% | 7.76K shares | 1.50M | $125.05 | 29.03K |
| Q4 2016 | share | Increase | 0.00% | 21.27K shares | 2.28M | $102.54 | 21.27K |