Sweet Financial Partners’s Sealed Air SEE Stock Holding History

Sweet Financial Partners’s Portfolio SEE Stock Details SEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,500	Closed	-$207K	–	184
2023 Q1	$207K	Hold	4,500	–	–	0.06%	170
2022 Q4	$224K	Hold	4,500	–	–	0.07%	156
2022 Q3	$200K	Hold	4,500	–	–	0.06%	161
2022 Q2	$260K	Sell	4,500 -39	-0.9%	-$2.46K	0.08%	140
2022 Q1	$304K	Buy	4,539 +39	+0.9%	+$2.6K	0.08%	134
2021 Q4	$304K	Buy	+4,500	New	+$280K	0.13%	107

Other funds holding SEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sweet Financial Partners's SEE Position: Q2 2023 in Review

Sweet Financial Partners sold out of Sealed Air (SEE) in Q2 2023, closing a stake of 4,500 shares — an estimated $207K sold.

Sweet Financial Partners first reported a position in SEE in Q4 2021 and held it in 6 quarters. The position peaked at $304K in Q1 2022. 444 funds tracked by Wall St. Rank hold SEE as of Q2 2023.

Sweet Financial Partners reported no remaining Sealed Air position as of Q2 2023 after selling out during the quarter.
Sweet Financial Partners sold 4,500 Sealed Air shares in Q2 2023, an estimated $207K.
Sweet Financial Partners first reported a position in Sealed Air in Q4 2021 and held it in 6 quarters.
Sweet Financial Partners's Sealed Air position peaked at $304K in Q1 2022.
444 funds tracked by Wall St. Rank held Sealed Air as of Q2 2023.

Based on Sweet Financial Partners's 13F filing for Q2 2023, filed 24 Jul 2023.