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Macroview Investment Management’s Sempra SRE Stock Holding History

Macroview Investment Management’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
-8
Closed -$545 – 821
2023
Q3 		$545 Buy
+8
New +$577 ﹤0.01% 720
2015
Q1 		– Sell
-4
Closed – – 227
2014
Q4 		$0 Hold
4
– – ﹤0.01% 268
2014
Q3 		$0 Buy
+4
New +$206 ﹤0.01% 289
2014
Q2 		– Sell
-96
Closed -$5K – 254
2014
Q1 		$5K Hold
96
– – 0.01% 159
2013
Q4 		$4K Hold
96
– – 0.01% 153
2013
Q3 		$4K Sell
96
-100
-51% -$4.25K 0.01% 161
2013
Q2 		$8K Buy
+196
New +$7.99K 0.01% 93

Other funds holding SRE

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Macroview Investment Management's SRE Position: Q4 2023 in Review

Macroview Investment Management sold out of Sempra (SRE) in Q4 2023, closing a stake of 8 shares — an estimated $545 sold.

Macroview Investment Management first reported a position in SRE in Q2 2013 and held it in 7 quarters. The position peaked at $8K in Q2 2013. 1,039 funds tracked by Wall St. Rank hold SRE as of Q4 2023.

  • Macroview Investment Management reported no remaining Sempra position as of Q4 2023 after selling out during the quarter.
  • Macroview Investment Management sold 8 Sempra shares in Q4 2023, an estimated $545.
  • Macroview Investment Management first reported a position in Sempra in Q2 2013 and held it in 7 quarters.
  • Macroview Investment Management's Sempra position peaked at $8K in Q2 2013.
  • 1,039 funds tracked by Wall St. Rank held Sempra as of Q4 2023.

Based on Macroview Investment Management's 13F filing for Q4 2023, filed 30 Jan 2024.