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Criterion Capital Advisors’s Sempra SRE Stock Holding History

Criterion Capital 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 		$3.65K Hold
48
– – ﹤0.01% 301
2024
Q3 		$3.65K Hold
48
– – ﹤0.01% 301
2024
Q2 		$3.65K Hold
48
– – ﹤0.01% 301
2024
Q1 		$3.45K Hold
48
– – ﹤0.01% 302
2023
Q4 		$3.59K Buy
+48
New +$3.43K ﹤0.01% 305

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Criterion Capital Advisors's SRE Position: Q4 2024 in Review

Criterion Capital Advisors held its Sempra (SRE) position steady in Q4 2024 at 48 shares worth $3.65K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Criterion Capital Advisors first reported a position in SRE in Q4 2023 and has held it in 5 quarters since. 1,204 funds tracked by Wall St. Rank hold SRE as of Q4 2024.

  • Criterion Capital Advisors held 48 shares of Sempra worth $3.65K as of Q4 2024.
  • Criterion Capital Advisors left its Sempra share count unchanged in Q4 2024.
  • Sempra made up ﹤0.01% of Criterion Capital Advisors's portfolio in Q4 2024, its #301 holding.
  • Criterion Capital Advisors first reported a position in Sempra in Q4 2023 and has held it in 5 quarters since.
  • 1,204 funds tracked by Wall St. Rank held Sempra as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.