Crewe Advisors’s Sempra SRE Stock Holding History

Crewe Advisors’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 Q4	–	Sell	-559	Closed	-$46.8K	–	784
2024 Q3	$46.8K	Buy	559 +6	+1%	+$480	0.01%	304
2024 Q2	$42.1K	Sell	553 -109	-16%	-$8.06K	﹤0.01%	398
2024 Q1	$47.6K	Buy	+662	New	+$47.4K	0.01%	367
2023 Q1	–	Sell	-60	Closed	-$4.64K	–	1014
2022 Q4	$4.64K	Sell	60 -204	-77%	-$15.8K	﹤0.01%	688
2022 Q3	$20K	Buy	264 +86	+48%	+$6.96K	﹤0.01%	465
2022 Q2	$13K	Buy	+178	New	+$14.3K	﹤0.01%	540
2020 Q4	–	Sell	-36	Closed	-$2K	–	628
2020 Q3	$2K	Buy	+36	New	+$2.22K	﹤0.01%	533

Other funds holding SRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Crewe Advisors's SRE Position: Q4 2024 in Review

Crewe Advisors sold out of Sempra (SRE) in Q4 2024, closing a stake of 559 shares — an estimated $46.8K sold.

Crewe Advisors first reported a position in SRE in Q3 2020 and held it in 7 quarters. The position peaked at $47.6K in Q1 2024. 1,204 funds tracked by Wall St. Rank hold SRE as of Q4 2024.

Crewe Advisors reported no remaining Sempra position as of Q4 2024 after selling out during the quarter.
Crewe Advisors sold 559 Sempra shares in Q4 2024, an estimated $46.8K.
Crewe Advisors first reported a position in Sempra in Q3 2020 and held it in 7 quarters.
Crewe Advisors's Sempra position peaked at $47.6K in Q1 2024.
1,204 funds tracked by Wall St. Rank held Sempra as of Q4 2024.

Based on Crewe Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.