EVM
SRE icon

Evelyn V. Moreno’s Sempra SRE Stock Holding History

Evelyn V. Moreno’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
2023
Q4 		– Sell
-3,544
Closed -$241K – 149
2023
Q3 		$241K Buy
3,544
+218
+7% +$15.7K 0.05% 121
2023
Q2 		$242K Sell
3,326
-920
-22% -$69.1K 0.05% 107
2023
Q1 		$321K Buy
4,246
+920
+28% +$70.6K 0.07% 89
2022
Q4 		$257K Buy
+3,326
New +$257K 0.06% 143

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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

Evelyn V. Moreno's SRE Position: Q4 2023 in Review

Evelyn V. Moreno sold out of Sempra (SRE) in Q4 2023, closing a stake of 3,544 shares — an estimated $241K sold.

Evelyn V. Moreno first reported a position in SRE in Q4 2022 and held it in 4 quarters. The position peaked at $321K in Q1 2023. 1,039 funds tracked by Wall St. Rank hold SRE as of Q4 2023.

  • Evelyn V. Moreno reported no remaining Sempra position as of Q4 2023 after selling out during the quarter.
  • Evelyn V. Moreno sold 3,544 Sempra shares in Q4 2023, an estimated $241K.
  • Evelyn V. Moreno first reported a position in Sempra in Q4 2022 and held it in 4 quarters.
  • Evelyn V. Moreno's Sempra position peaked at $321K in Q1 2023.
  • 1,039 funds tracked by Wall St. Rank held Sempra as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.