People's United Financial’s Sempra SRE Stock Holding History

People's United Financial’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
2020 Q1	–	Sell	-3,874	Closed	-$293K	–	724
2019 Q4	$293K	Buy	3,874 +82	+2%	+$6.02K	0.01%	621
2019 Q3	$280K	Sell	3,792 -214	-5%	-$15K	0.01%	641
2019 Q2	$275K	Sell	4,006 -648	-14%	-$42.5K	0.01%	662
2019 Q1	$293K	Buy	+4,654	New	+$274K	0.01%	614
2017 Q3	–	Sell	-666	Closed	-$38K	–	866
2017 Q2	$38K	Hold	666	–	–	﹤0.01%	768
2017 Q1	$37K	Hold	666	–	–	﹤0.01%	757
2016 Q4	$34K	Sell	666 -3,962	-86%	-$202K	﹤0.01%	746
2016 Q3	$248K	Sell	4,628 -200	-4%	-$10.9K	0.01%	414
2016 Q2	$275K	Buy	4,828 +4,162	+625%	+$220K	0.01%	396
2016 Q1	$35K	Sell	666 -4,372	-87%	-$211K	﹤0.01%	606
2015 Q4	$237K	Buy	5,038 +4,372	+656%	+$216K	0.01%	424
2015 Q3	$32K	Hold	666	–	–	﹤0.01%	607
2015 Q2	$33K	Hold	666	–	–	﹤0.01%	600
2015 Q1	$36K	Sell	666 -3,838	-85%	-$212K	﹤0.01%	590
2014 Q4	$251K	Buy	4,504 +3,838	+576%	+$209K	0.01%	412
2014 Q3	$35K	Hold	666	–	–	﹤0.01%	587
2014 Q2	$35K	Hold	666	–	–	﹤0.01%	588
2014 Q1	$32K	Hold	666	–	–	﹤0.01%	573
2013 Q4	$30K	Hold	666	–	–	﹤0.01%	581
2013 Q3	$29K	Hold	666	–	–	﹤0.01%	574
2013 Q2	$27K	Buy	+666	New	+$27.1K	﹤0.01%	549

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

Norges Bank Oslo, Norway $935B AUM

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

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

People's United Financial's SRE Position: Q1 2020 in Review

People's United Financial sold out of Sempra (SRE) in Q1 2020, closing a stake of 3,874 shares — an estimated $293K sold.

People's United Financial first reported a position in SRE in Q2 2013 and held it in 21 quarters. The position peaked at $293K in Q4 2019. 762 funds tracked by Wall St. Rank hold SRE as of Q1 2020.

People's United Financial reported no remaining Sempra position as of Q1 2020 after selling out during the quarter.
People's United Financial sold 3,874 Sempra shares in Q1 2020, an estimated $293K.
People's United Financial first reported a position in Sempra in Q2 2013 and held it in 21 quarters.
People's United Financial's Sempra position peaked at $293K in Q4 2019.
762 funds tracked by Wall St. Rank held Sempra as of Q1 2020.

Based on People's United Financial's 13F filing for Q1 2020, filed 12 May 2020.