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Benedetti & Gucer’s Sempra SRE Stock Holding History

Benedetti & Gucer’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
2024
Q1 		$330K Hold
4,600
– – 0.16% 102
2023
Q4 		$344K Sell
4,600
-500
-10% -$35.8K 0.18% 97
2023
Q3 		$347K Buy
5,100
+200
+4% +$14.4K 0.19% 90
2023
Q2 		$357K Buy
4,900
+400
+9% +$30K 0.18% 97
2023
Q1 		$340K Buy
+4,500
New +$345K 0.2% 98

Other funds holding SRE

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Benedetti & Gucer's SRE Position: Q1 2024 in Review

Benedetti & Gucer held its Sempra (SRE) position steady in Q1 2024 at 4,600 shares worth $330K. The position accounts for 0.16% of the portfolio, ranked #102.

Benedetti & Gucer first reported a position in SRE in Q1 2023 and has held it in 5 quarters since. The position peaked at $357K in Q2 2023. 1,045 funds tracked by Wall St. Rank hold SRE as of Q1 2024.

  • Benedetti & Gucer held 4,600 shares of Sempra worth $330K as of Q1 2024.
  • Benedetti & Gucer left its Sempra share count unchanged in Q1 2024.
  • Sempra made up 0.16% of Benedetti & Gucer's portfolio in Q1 2024, its #102 holding.
  • Benedetti & Gucer first reported a position in Sempra in Q1 2023 and has held it in 5 quarters since.
  • Benedetti & Gucer's Sempra position peaked at $357K in Q2 2023.
  • 1,045 funds tracked by Wall St. Rank held Sempra as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.