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Dakota Wealth Management’s Selective Insurance SIGI Stock Holding History

Dakota Wealth Management’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
2024
Q1 		– Sell
-2,629
Closed -$262K – 778
2023
Q4 		$262K Sell
2,629
-14
-0.5% -$1.44K 0.01% 549
2023
Q3 		$273K Sell
2,643
-48
-2% -$4.81K 0.01% 513
2023
Q2 		$258K Sell
2,691
-95
-3% -$9.36K 0.01% 520
2023
Q1 		$266K Buy
2,786
+101
+4% +$9.66K 0.02% 494
2022
Q4 		$238K Sell
2,685
-143
-5% -$13K 0.02% 502
2022
Q3 		$230K Buy
2,828
+132
+5% +$10.8K 0.02% 472
2022
Q2 		$234K Buy
+2,696
New +$219K 0.02% 417

Other funds holding SIGI

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
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 $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Dakota Wealth Management's SIGI Position: Q1 2024 in Review

Dakota Wealth Management sold out of Selective Insurance (SIGI) in Q1 2024, closing a stake of 2,629 shares — an estimated $262K sold.

Dakota Wealth Management first reported a position in SIGI in Q2 2022 and held it in 7 quarters. The position peaked at $273K in Q3 2023. 331 funds tracked by Wall St. Rank hold SIGI as of Q1 2024.

  • Dakota Wealth Management reported no remaining Selective Insurance position as of Q1 2024 after selling out during the quarter.
  • Dakota Wealth Management sold 2,629 Selective Insurance shares in Q1 2024, an estimated $262K.
  • Dakota Wealth Management first reported a position in Selective Insurance in Q2 2022 and held it in 7 quarters.
  • Dakota Wealth Management's Selective Insurance position peaked at $273K in Q3 2023.
  • 331 funds tracked by Wall St. Rank held Selective Insurance as of Q1 2024.

Based on Dakota Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.