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GoalVest Advisory’s Selective Insurance SIGI Stock Holding History

GoalVest Advisory’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
2023
Q4 		– Sell
-97
Closed -$10K – 471
2023
Q3 		$10K Buy
97
+2
+2% +$201 0.01% 286
2023
Q2 		$9.12K Buy
+95
New +$9.36K ﹤0.01% 259

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

GoalVest Advisory's SIGI Position: Q4 2023 in Review

GoalVest Advisory sold out of Selective Insurance (SIGI) in Q4 2023, closing a stake of 97 shares — an estimated $10K sold.

GoalVest Advisory first reported a position in SIGI in Q2 2023 and held it in 2 quarters. The position peaked at $10K in Q3 2023. 334 funds tracked by Wall St. Rank hold SIGI as of Q4 2023.

  • GoalVest Advisory reported no remaining Selective Insurance position as of Q4 2023 after selling out during the quarter.
  • GoalVest Advisory sold 97 Selective Insurance shares in Q4 2023, an estimated $10K.
  • GoalVest Advisory first reported a position in Selective Insurance in Q2 2023 and held it in 2 quarters.
  • GoalVest Advisory's Selective Insurance position peaked at $10K in Q3 2023.
  • 334 funds tracked by Wall St. Rank held Selective Insurance as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.