HF
SIGI icon

Halpern Financial’s Selective Insurance SIGI Stock Holding History

Halpern Financial’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
2022
Q3 		– Sell
-27
Closed -$2.35K – 300
2022
Q2 		$2.35K Buy
+27
New +$2.2K ﹤0.01% 223

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Halpern Financial's SIGI Position: Q3 2022 in Review

Halpern Financial sold out of Selective Insurance (SIGI) in Q3 2022, closing a stake of 27 shares — an estimated $2.35K sold.

Halpern Financial first reported a position in SIGI in Q2 2022 and held it in 1 quarter. The position peaked at $2.35K in Q2 2022. 252 funds tracked by Wall St. Rank hold SIGI as of Q3 2022.

  • Halpern Financial reported no remaining Selective Insurance position as of Q3 2022 after selling out during the quarter.
  • Halpern Financial sold 27 Selective Insurance shares in Q3 2022, an estimated $2.35K.
  • Halpern Financial first reported a position in Selective Insurance in Q2 2022 and held it in 1 quarter.
  • Halpern Financial's Selective Insurance position peaked at $2.35K in Q2 2022.
  • 252 funds tracked by Wall St. Rank held Selective Insurance as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.