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Bartlett & Co Wealth Management’s Selective Insurance SIGI Stock Holding History

Bartlett & Co Wealth Management’s Portfolio SIGI Stock Details SIGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-50
Closed -$4.07K – 1183
2022
Q3 		$4.07K Sell
50
-81
-62% -$6.6K ﹤0.01% 961
2022
Q2 		$11.4K Buy
+131
New +$10.7K ﹤0.01% 843

Other funds holding SIGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bartlett & Co Wealth Management's SIGI Position: Q4 2022 in Review

Bartlett & Co Wealth Management sold out of Selective Insurance (SIGI) in Q4 2022, closing a stake of 50 shares — an estimated $4.07K sold.

Bartlett & Co Wealth Management first reported a position in SIGI in Q2 2022 and held it in 2 quarters. The position peaked at $11.4K in Q2 2022. 271 funds tracked by Wall St. Rank hold SIGI as of Q4 2022.

  • Bartlett & Co Wealth Management reported no remaining Selective Insurance position as of Q4 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 50 Selective Insurance shares in Q4 2022, an estimated $4.07K.
  • Bartlett & Co Wealth Management first reported a position in Selective Insurance in Q2 2022 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Selective Insurance position peaked at $11.4K in Q2 2022.
  • 271 funds tracked by Wall St. Rank held Selective Insurance as of Q4 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2024.