Legacy Financial Group (Iowa)’s Sempra SRE Stock Holding History

Legacy Financial Group (Iowa)’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	-1,534	Closed	-$104K	–	446
2023 Q3	$104K	Buy	+1,534	New	+$111K	0.02%	124

Other funds holding SRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Legacy Financial Group (Iowa)'s SRE Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Sempra (SRE) in Q4 2023, closing a stake of 1,534 shares — an estimated $104K sold.

Legacy Financial Group (Iowa) first reported a position in SRE in Q3 2023 and held it in 1 quarter. The position peaked at $104K in Q3 2023. 1,039 funds tracked by Wall St. Rank hold SRE as of Q4 2023.

Legacy Financial Group (Iowa) reported no remaining Sempra position as of Q4 2023 after selling out during the quarter.
Legacy Financial Group (Iowa) sold 1,534 Sempra shares in Q4 2023, an estimated $104K.
Legacy Financial Group (Iowa) first reported a position in Sempra in Q3 2023 and held it in 1 quarter.
Legacy Financial Group (Iowa)'s Sempra position peaked at $104K in Q3 2023.
1,039 funds tracked by Wall St. Rank held Sempra as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.