Liberty Wealth Management’s Selective Insurance SIGI Stock Holding History

Liberty 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
2021 Q4	–	Sell	-412	Closed	-$32K	–	941
2021 Q3	$32K	Buy	412 +204	+98%	+$16.4K	0.01%	526
2021 Q2	$17K	Buy	208 +5	+2%	+$382	0.01%	549
2021 Q1	$13K	Hold	203	–	–	0.01%	544
2020 Q4	$13K	Buy	203 +2	+1%	+$120	0.01%	541
2020 Q3	$10K	Buy	201 +1	+0.5%	+$55	0.01%	526
2020 Q2	$11K	Hold	200	–	–	0.01%	478
2020 Q1	$10K	Sell	200 -8	-4%	-$487	0.01%	466
2019 Q4	$14K	Buy	208 +1	+0.5%	+$69	0.01%	483
2019 Q3	$16K	Sell	207 -16	-7%	-$1.23K	0.02%	433
2019 Q2	$17K	Hold	223	–	–	0.01%	441
2019 Q1	$14K	Buy	223 +1	+0.5%	+$63	0.01%	389
2018 Q4	$13K	Buy	+222	New	+$13.8K	0.01%	388

Other funds holding SIGI

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Liberty Wealth Management's SIGI Position: Q4 2021 in Review

Liberty Wealth Management sold out of Selective Insurance (SIGI) in Q4 2021, closing a stake of 412 shares — an estimated $32K sold.

Liberty Wealth Management first reported a position in SIGI in Q4 2018 and held it in 12 quarters. The position peaked at $32K in Q3 2021. 248 funds tracked by Wall St. Rank hold SIGI as of Q4 2021.

Liberty Wealth Management reported no remaining Selective Insurance position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 412 Selective Insurance shares in Q4 2021, an estimated $32K.
Liberty Wealth Management first reported a position in Selective Insurance in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Selective Insurance position peaked at $32K in Q3 2021.
248 funds tracked by Wall St. Rank held Selective Insurance as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.