Moran Wealth Management’s Sempra SRE Stock Holding History

Moran Wealth 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
2024 Q1	–	Sell	-75,544	Closed	-$5.65M	–	448
2023 Q4	$5.65M	Sell	75,544 -153,559	-67%	-$11M	0.2%	147
2023 Q3	$15.6M	Buy	229,103 +5,195	+2%	+$375K	0.6%	56
2023 Q2	$16.3M	Buy	223,908 +6,042	+3%	+$454K	0.61%	58
2023 Q1	$16.5M	Buy	+217,866	New	+$16.7M	0.62%	61

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Moran Wealth Management's SRE Position: Q1 2024 in Review

Moran Wealth Management sold out of Sempra (SRE) in Q1 2024, closing a stake of 75,544 shares — an estimated $5.65M sold.

Moran Wealth Management first reported a position in SRE in Q1 2023 and held it in 4 quarters. The position peaked at $16.5M in Q1 2023. 1,045 funds tracked by Wall St. Rank hold SRE as of Q1 2024.

Moran Wealth Management reported no remaining Sempra position as of Q1 2024 after selling out during the quarter.
Moran Wealth Management sold 75,544 Sempra shares in Q1 2024, an estimated $5.65M.
Moran Wealth Management first reported a position in Sempra in Q1 2023 and held it in 4 quarters.
Moran Wealth Management's Sempra position peaked at $16.5M in Q1 2023.
1,045 funds tracked by Wall St. Rank held Sempra as of Q1 2024.

Based on Moran Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.