BFIM
SRE icon

Beese Fulmer Investment Management’s Sempra SRE Stock Holding History

Beese Fulmer Investment Management’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-200
Closed -$12K – 489
2020
Q2 		$12K Buy
+200
New +$12.3K ﹤0.01% 463

Other funds holding SRE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Beese Fulmer Investment Management's SRE Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Sempra (SRE) in Q3 2020, closing a stake of 200 shares — an estimated $12K sold.

Beese Fulmer Investment Management first reported a position in SRE in Q2 2020 and held it in 1 quarter. The position peaked at $12K in Q2 2020. 789 funds tracked by Wall St. Rank hold SRE as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Sempra position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 200 Sempra shares in Q3 2020, an estimated $12K.
  • Beese Fulmer Investment Management first reported a position in Sempra in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Sempra position peaked at $12K in Q2 2020.
  • 789 funds tracked by Wall St. Rank held Sempra as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.