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Jeppson Wealth Management’s Selective Insurance SIGI Stock Holding History

Jeppson 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
2020
Q4 		– Sell
-95
Closed -$5K – 380
2020
Q3 		$5K Buy
+95
New +$5.24K ﹤0.01% 448

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Jeppson Wealth Management's SIGI Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Selective Insurance (SIGI) in Q4 2020, closing a stake of 95 shares — an estimated $5K sold.

Jeppson Wealth Management first reported a position in SIGI in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 240 funds tracked by Wall St. Rank hold SIGI as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Selective Insurance position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 95 Selective Insurance shares in Q4 2020, an estimated $5K.
  • Jeppson Wealth Management first reported a position in Selective Insurance in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Selective Insurance position peaked at $5K in Q3 2020.
  • 240 funds tracked by Wall St. Rank held Selective Insurance as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.