Sumitomo Mitsui Financial Group’s Sempra SRE Stock Holding History

Sumitomo Mitsui Financial Group’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 Q1	–	Sell	-1,400	Closed	-$109K	–	177
2022 Q4	$109K	Buy	+1,400	New	+$108K	﹤0.01%	143
2022 Q1	–	Sell	-160	Closed	-$11K	–	205
2021 Q4	$11K	Buy	+160	New	+$10.1K	﹤0.01%	184
2020 Q1	–	Sell	-6,000	Closed	-$453K	–	148
2019 Q4	$453K	Buy	6,000 +690	+13%	+$50.6K	0.04%	86
2019 Q3	$384K	Buy	5,310 +5,130	+2,850%	+$359K	0.03%	82
2019 Q2	$12K	Sell	180 -576	-76%	-$37.8K	﹤0.01%	113
2019 Q1	$47K	Buy	+756	New	+$44.5K	﹤0.01%	102

Other funds holding SRE

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Sumitomo Mitsui Financial Group's SRE Position: Q1 2023 in Review

Sumitomo Mitsui Financial Group sold out of Sempra (SRE) in Q1 2023, closing a stake of 1,400 shares — an estimated $109K sold.

Sumitomo Mitsui Financial Group first reported a position in SRE in Q1 2019 and held it in 6 quarters. The position peaked at $453K in Q4 2019. 981 funds tracked by Wall St. Rank hold SRE as of Q1 2023.

Sumitomo Mitsui Financial Group reported no remaining Sempra position as of Q1 2023 after selling out during the quarter.
Sumitomo Mitsui Financial Group sold 1,400 Sempra shares in Q1 2023, an estimated $109K.
Sumitomo Mitsui Financial Group first reported a position in Sempra in Q1 2019 and held it in 6 quarters.
Sumitomo Mitsui Financial Group's Sempra position peaked at $453K in Q4 2019.
981 funds tracked by Wall St. Rank held Sempra as of Q1 2023.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q1 2023, filed 11 May 2023.