Aigen Investment Management’s Avangrid, Inc. AGR Stock Holding History

Aigen Investment Management’s Portfolio AGR Stock Details AGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-13,085	Closed	-$395K	–	1142
2023 Q3	$395K	Buy	13,085 +7,251	+124%	+$256K	0.07%	441
2023 Q2	$220K	Sell	5,834 -39,481	-87%	-$1.55M	0.03%	587
2023 Q1	$1.81M	Buy	45,315 +9,347	+26%	+$382K	0.25%	103
2022 Q4	$1.55M	Buy	+35,968	New	+$1.49M	0.22%	127
2022 Q3	–	Sell	-7,987	Closed	-$368K	–	807
2022 Q2	$368K	Buy	+7,987	New	+$370K	0.06%	359
2022 Q1	–	Sell	-18,703	Closed	-$920K	–	1175
2021 Q4	$920K	Buy	+18,703	New	+$948K	0.06%	448
2021 Q1	–	Sell	-14,530	Closed	-$660K	–	934
2020 Q4	$660K	Buy	+14,530	New	+$714K	0.09%	303
2020 Q2	–	Sell	-10,949	Closed	-$479K	–	1363
2020 Q1	$479K	Buy	+10,949	New	+$551K	0.06%	431

Other funds holding AGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIP

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CET

Clean Energy Transition London, United Kingdom $1.54B AUM 34.41% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Aigen Investment Management's AGR Position: Q4 2023 in Review

Aigen Investment Management sold out of Avangrid, Inc. (AGR) in Q4 2023, closing a stake of 13,085 shares — an estimated $395K sold.

Aigen Investment Management first reported a position in AGR in Q1 2020 and held it in 8 quarters. The position peaked at $1.81M in Q1 2023. 278 funds tracked by Wall St. Rank hold AGR as of Q4 2023.

Aigen Investment Management reported no remaining Avangrid, Inc. position as of Q4 2023 after selling out during the quarter.
Aigen Investment Management sold 13,085 Avangrid, Inc. shares in Q4 2023, an estimated $395K.
Aigen Investment Management first reported a position in Avangrid, Inc. in Q1 2020 and held it in 8 quarters.
Aigen Investment Management's Avangrid, Inc. position peaked at $1.81M in Q1 2023.
278 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2023.

Based on Aigen Investment Management's 13F filing for Q4 2023, filed 9 Feb 2024.