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Cary Street Partners Investment Advisory’s Selective Insurance SIGI Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q4 		– Sell
-256
Closed -$26.4K – 1620
2023
Q3 		$26.4K Sell
256
-52
-17% -$5.21K ﹤0.01% 1030
2023
Q2 		$29.6K Hold
308
– – ﹤0.01% 945
2023
Q1 		$29.4K Sell
308
-12
-4% -$1.15K ﹤0.01% 869
2022
Q4 		$28.4K Buy
+320
New +$29.2K ﹤0.01% 872

Other funds holding SIGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cary Street Partners Investment Advisory's SIGI Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Selective Insurance (SIGI) in Q4 2023, closing a stake of 256 shares — an estimated $26.4K sold.

Cary Street Partners Investment Advisory first reported a position in SIGI in Q4 2022 and held it in 4 quarters. The position peaked at $29.6K in Q2 2023. 334 funds tracked by Wall St. Rank hold SIGI as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Selective Insurance position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 256 Selective Insurance shares in Q4 2023, an estimated $26.4K.
  • Cary Street Partners Investment Advisory first reported a position in Selective Insurance in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Selective Insurance position peaked at $29.6K in Q2 2023.
  • 334 funds tracked by Wall St. Rank held Selective Insurance as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.