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Cypress Capital Group’s Sempra SRE Stock Holding History

Cypress Capital Group’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
-2,887
Closed -$241K – 301
2024
Q3 		$241K Buy
+2,887
New +$231K 0.03% 279
2023
Q1 		– Sell
-10,058
Closed -$777K – 313
2022
Q4 		$777K Buy
10,058
+3,570
+55% +$276K 0.12% 165
2022
Q3 		$486K Sell
6,488
-2,748
-30% -$222K 0.08% 182
2022
Q2 		$694K Buy
9,236
+2,154
+30% +$173K 0.11% 167
2022
Q1 		$595K Buy
+7,082
New +$509K 0.07% 207

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

Cypress Capital Group's SRE Position: Q4 2024 in Review

Cypress Capital Group sold out of Sempra (SRE) in Q4 2024, closing a stake of 2,887 shares — an estimated $241K sold.

Cypress Capital Group first reported a position in SRE in Q1 2022 and held it in 5 quarters. The position peaked at $777K in Q4 2022. 1,204 funds tracked by Wall St. Rank hold SRE as of Q4 2024.

  • Cypress Capital Group reported no remaining Sempra position as of Q4 2024 after selling out during the quarter.
  • Cypress Capital Group sold 2,887 Sempra shares in Q4 2024, an estimated $241K.
  • Cypress Capital Group first reported a position in Sempra in Q1 2022 and held it in 5 quarters.
  • Cypress Capital Group's Sempra position peaked at $777K in Q4 2022.
  • 1,204 funds tracked by Wall St. Rank held Sempra as of Q4 2024.

Based on Cypress Capital Group's 13F filing for Q4 2024, filed 6 Feb 2025.