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Siemens shares owned by Private Ocean

Quarter-by-quarter ownership of Siemens (SIEGY) shares owned by Private Ocean from 13F filings

Historical chart of Private Ocean investment in Siemens

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All positions including Siemens held by Private Ocean consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Siemens by Private Ocean

Quarter filed Position value Share count Share price at filing
2024-03-31 $14k 147 95.43
2023-12-31 $4.4k 47 93.53
2023-09-30 $3.4k 47 71.45
2023-06-30 $3.9k 47 83.40
2023-03-31 $3.8k 47 80.96

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Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Dimensional Global Real Estate ETF Etf (DFGR)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Invesco Taxable Municipal Bond ETF Etf (BAB)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)
SPDR Nuveen S&P High Yield Municipal Bond Etf (HYMB)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG 1-5 Year USD Corp Bd ETF Etf (SUSB)

View all positions for Private Ocean

Top funds holding Siemens

Financial Gravity Wealth
Altrius Capital Management
Beddow Capital Management
Douglass Winthrop Advisors
Impax Asset Management Group
Ramirez Asset Management
Madison Asset Management
Cohen Klingenstein
Beach Investment Counsel
Yousif Capital Management
Pacer Advisors
Rhumbline Advisers
Peregrine Capital Management
Abbrea Capital
Henry James International Management

View all funds holding Siemens