Syverson Strege & Co’s Sempra SRE Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-98	Closed	-$7.41K	–	538
2023 Q1	$7.41K	Buy	+98	New	+$7.52K	﹤0.01%	288
2022 Q3	–	Sell	-286	Closed	-$21K	–	332
2022 Q2	$21K	Buy	286 +140	+96%	+$11.2K	0.01%	184
2022 Q1	$12K	Buy	+146	New	+$10.5K	0.01%	186

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

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

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

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

Syverson Strege & Co's SRE Position: Q2 2023 in Review

Syverson Strege & Co sold out of Sempra (SRE) in Q2 2023, closing a stake of 98 shares — an estimated $7.41K sold.

Syverson Strege & Co first reported a position in SRE in Q1 2022 and held it in 3 quarters. The position peaked at $21K in Q2 2022. 991 funds tracked by Wall St. Rank hold SRE as of Q2 2023.

Syverson Strege & Co reported no remaining Sempra position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 98 Sempra shares in Q2 2023, an estimated $7.41K.
Syverson Strege & Co first reported a position in Sempra in Q1 2022 and held it in 3 quarters.
Syverson Strege & Co's Sempra position peaked at $21K in Q2 2022.
991 funds tracked by Wall St. Rank held Sempra as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.