SRE SEMPRA ENERGY

Ownership history in Pendal Group Ltd  ·  22 quarters on record

This page tracks every 13F SEC filing in which Pendal Group Ltd reported a position in SEMPRA ENERGY (SRE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.04% (2021 Q2)
Avg. % of fund
0.93%
First filed
2017 Q2
Last filed
2022 Q4
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2022 Q4 ADDED 1,124,539 +113,595 +11.2% 1.50% $173.8M $69.69
2022 Q3 ADDED 1,010,944 +158,143 +18.5% 1.47% $151.6M $67.12
2022 Q2 ADDED 852,801 +52,407 +6.5% 1.26% $128.2M $66.29
2022 Q1 ADDED 800,394 +37,066 +4.9% 1.11% $134.6M $74.16
2021 Q4 REDUCED 763,328 -978,468 -56.2% 0.81% $101.0M $57.93
2021 Q3 ADDED 1,741,796 +62,513 +3.7% 1.82% $220.3M $54.93
2021 Q2 ADDED 1,679,283 +803,063 +91.7% 2.04% $222.5M $56.57
2020 Q4 REDUCED 876,220 -8,030 -0.9% 1.17% $111.6M $53.95
2020 Q3 ADDED 884,250 +134,965 +18.0% 1.28% $104.7M $49.71
2020 Q2 ADDED 749,285 +746,161 +23884.8% 1.20% $87.8M $48.78
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SRE price (monthly, adj. close)
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