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May Barnhard Investments’s Sempra SRE Stock Holding History

May Barnhard Investments’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
2024
Q3 		– Sell
-3,256
Closed -$248K – 86
2024
Q2 		$248K Hold
3,256
– – 0.13% 74
2024
Q1 		$234K Hold
3,256
– – 0.12% 74
2023
Q4 		$243K Buy
+3,256
New +$233K 0.13% 71

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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

May Barnhard Investments's SRE Position: Q3 2024 in Review

May Barnhard Investments sold out of Sempra (SRE) in Q3 2024, closing a stake of 3,256 shares — an estimated $248K sold.

May Barnhard Investments first reported a position in SRE in Q4 2023 and held it in 3 quarters. The position peaked at $248K in Q2 2024. 1,102 funds tracked by Wall St. Rank hold SRE as of Q3 2024.

  • May Barnhard Investments reported no remaining Sempra position as of Q3 2024 after selling out during the quarter.
  • May Barnhard Investments sold 3,256 Sempra shares in Q3 2024, an estimated $248K.
  • May Barnhard Investments first reported a position in Sempra in Q4 2023 and held it in 3 quarters.
  • May Barnhard Investments's Sempra position peaked at $248K in Q2 2024.
  • 1,102 funds tracked by Wall St. Rank held Sempra as of Q3 2024.

Based on May Barnhard Investments's 13F filing for Q3 2024, filed 8 Apr 2025.