MPS Loria Financial Planners’s Sempra SRE Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-478	Closed	-$31K	–	496
2021 Q1	$31K	Hold	478	–	–	0.01%	204
2020 Q4	$30K	Buy	+478	New	+$30.7K	0.01%	204
2017 Q3	–	Sell	-900	Closed	-$53K	–	291
2017 Q2	$53K	Buy	+900	New	+$50.9K	0.04%	146

Other funds holding SRE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

MPS Loria Financial Planners's SRE Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Sempra (SRE) in Q2 2021, closing a stake of 478 shares — an estimated $31K sold.

MPS Loria Financial Planners first reported a position in SRE in Q2 2017 and held it in 3 quarters. The position peaked at $53K in Q2 2017. 816 funds tracked by Wall St. Rank hold SRE as of Q2 2021.

MPS Loria Financial Planners reported no remaining Sempra position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 478 Sempra shares in Q2 2021, an estimated $31K.
MPS Loria Financial Planners first reported a position in Sempra in Q2 2017 and held it in 3 quarters.
MPS Loria Financial Planners's Sempra position peaked at $53K in Q2 2017.
816 funds tracked by Wall St. Rank held Sempra as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.