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Disclosery

Unigestion Holding SA: SRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Unigestion Holding SA on SRE, newest first. How the timeline and the estimate are built.

Unigestion Holding SA held 142,569 SRE shares at 2025-03-31 per its 13F-HR filed 2025-04-10.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 142,569 shares
    Change vs previous 13F -189,797 shares

    0.6% of the 13F portfolio, value $10,169,447.

    13F-HR 0001745879-25-000002 filed by Unigestion Holding SA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 332,366 shares
    Change vs previous 13F -62,689 shares

    1.68% of the 13F portfolio, value $29,155,146.

    13F-HR 0001745879-25-000001 filed by Unigestion Holding SA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 395,055 shares
    Change vs previous 13F +395,055 shares

    1.6% of the 13F portfolio, value $33,022,649.

    13F-HR 0001745879-24-000006 filed by Unigestion Holding SA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -292,070 shares

    13F-HR 0001745879-24-000003 filed by Unigestion Holding SA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-03-31
    13F 292,070 shares
    Change vs previous 13F +292,070 shares

    1.03% of the 13F portfolio, value $20,967,705.

    13F-HR 0001745879-24-000002 filed by Unigestion Holding SA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -89,568 shares

    13F-HR 0001745879-24-000001 filed by Unigestion Holding SA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2023-09-30
    13F 89,568 shares
    Change vs previous 13F +46,348 shares

    0.37% of the 13F portfolio, value $6,070,023.

    13F-HR 0001745879-23-000004 filed by Unigestion Holding SA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F 43,220 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $6,262,146.

    13F-HR 0001745879-23-000003 filed by Unigestion Holding SA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).