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Donor Advised Charitable Giving’s Selective Insurance SIGI Stock Holding History

Donor Advised Charitable Giving’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
Q2 		– Sell
-2,220
Closed -$242K – 40
2024
Q1 		$242K Sell
2,220
-292
-12% -$30.1K 0.01% 34
2023
Q4 		$250K Hold
2,512
– – 0.01% 30
2023
Q3 		$259K Hold
2,512
– – 0.02% 22
2023
Q2 		$241K Hold
2,512
– – 0.02% 25
2023
Q1 		$239K Sell
2,512
-377
-13% -$36.1K 0.02% 39
2022
Q4 		$256K Hold
2,889
– – 0.04% 39
2022
Q3 		$235K Hold
2,889
– – 0.05% 36
2022
Q2 		$251K Sell
2,889
-311
-10% -$25.3K 0.04% 35
2022
Q1 		$286K Buy
+3,200
New +$260K 0.03% 39

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Donor Advised Charitable Giving's SIGI Position: Q2 2024 in Review

Donor Advised Charitable Giving sold out of Selective Insurance (SIGI) in Q2 2024, closing a stake of 2,220 shares — an estimated $242K sold.

Donor Advised Charitable Giving first reported a position in SIGI in Q1 2022 and held it in 9 quarters. The position peaked at $286K in Q1 2022. 316 funds tracked by Wall St. Rank hold SIGI as of Q2 2024.

  • Donor Advised Charitable Giving reported no remaining Selective Insurance position as of Q2 2024 after selling out during the quarter.
  • Donor Advised Charitable Giving sold 2,220 Selective Insurance shares in Q2 2024, an estimated $242K.
  • Donor Advised Charitable Giving first reported a position in Selective Insurance in Q1 2022 and held it in 9 quarters.
  • Donor Advised Charitable Giving's Selective Insurance position peaked at $286K in Q1 2022.
  • 316 funds tracked by Wall St. Rank held Selective Insurance as of Q2 2024.

Based on Donor Advised Charitable Giving's 13F filing for Q2 2024, filed 12 Jul 2024.