Neiman Large Cap Value Fund SRE Holdings History
Number of Shares
15,700.00
Current Holdings Value*
$1.12 Mil
% of Portfolio
3.35%
Total Estimate Gain
$41,347.00
% of Total Estimate Gain
2.66%
Neiman Large Cap Value Fund's Sempra Holding Summary
As of 2025-03-31, NEIMAN FUNDS held 15,700.00 shares of Sempra(SRE), totaling $1.12 Mil. This investment constitutes 3.35% of their stock portfolio, and NEIMAN FUNDS now holds 0% of the outstanding Sempra(SRE) stock.
The initial trade took place in 2020Q1. And since then Neiman Large Cap Value Fund has made 7 purchases of SRE, at an average price of $71.05, for a total of 21,900.00 shares. In addition, there have been 4 sales at an average price of $67.40 for 6,200.00 shares. Based on historical transaction data and SRE's current price of $75.12, Neiman Large Cap Value Fund's estimated gain on his SRE holdings is $41,347.00, reflecting a 2.66% gain to date.
Neiman Large Cap Value Fund SRE ($75.12) Holding Chart
Neiman Large Cap Value Fund SRE ($75.12) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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