Diversified Trust Co's ownership history for SRE

Diversified Trust Co currently holds 27.8K shares with a market value of $2.7M. It started holding SRE on 2024-09-30. At its peak, it held 27.8K shares on 2026-03-31. Its highest holding value was $2.7M on 2026-03-31. At its lowest, it held 4.9K shares on 2025-03-31, with a value of $351.4K on 2025-03-31. In the recent 180 days, Diversified Trust Co has increased its shares by 22.6K. In the recent year, Diversified Trust Co has increased its shares by 22.9K.