Moisand Fitzgerald Tamayo’s Sempra SRE Stock Holding History

Moisand Fitzgerald Tamayo’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	-66	Closed	-$4.49K	–	808
2023 Q3	$4.49K	Hold	66	–	–	﹤0.01%	447
2023 Q2	$4.8K	Hold	66	–	–	﹤0.01%	424
2023 Q1	$4.99K	Hold	66	–	–	﹤0.01%	423
2022 Q4	$5.1K	Buy	66 +36	+120%	+$2.79K	﹤0.01%	410
2022 Q3	$2K	Buy	+30	New	+$2.43K	﹤0.01%	539
2018 Q1	–	Sell	-134	Closed	-$7K	–	337
2017 Q4	$7K	Hold	134	–	–	﹤0.01%	206
2017 Q3	$8K	Buy	+134	New	+$7.75K	﹤0.01%	217

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

Moisand Fitzgerald Tamayo's SRE Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Sempra (SRE) in Q4 2023, closing a stake of 66 shares — an estimated $4.49K sold.

Moisand Fitzgerald Tamayo first reported a position in SRE in Q3 2017 and held it in 7 quarters. The position peaked at $8K in Q3 2017. 1,039 funds tracked by Wall St. Rank hold SRE as of Q4 2023.

Moisand Fitzgerald Tamayo reported no remaining Sempra position as of Q4 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 66 Sempra shares in Q4 2023, an estimated $4.49K.
Moisand Fitzgerald Tamayo first reported a position in Sempra in Q3 2017 and held it in 7 quarters.
Moisand Fitzgerald Tamayo's Sempra position peaked at $8K in Q3 2017.
1,039 funds tracked by Wall St. Rank held Sempra as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.