Anchor Investment Management’s NiSource NI Stock Holding History

Anchor Investment Management’s Portfolio NI Stock Details NI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-350	Closed	-$8.48K	–	1036
2021 Q3	$8.48K	Hold	350	–	–	﹤0.01%	733
2021 Q2	$8.57K	Hold	350	–	–	﹤0.01%	744
2021 Q1	$8.44K	Hold	350	–	–	﹤0.01%	727
2020 Q4	$8.03K	Hold	350	–	–	﹤0.01%	698
2020 Q3	$7.7K	Hold	350	–	–	﹤0.01%	688
2020 Q2	$7.96K	Hold	350	–	–	﹤0.01%	657
2020 Q1	$8.74K	Hold	350	–	–	﹤0.01%	641
2019 Q4	$9.74K	Hold	350	–	–	﹤0.01%	648
2019 Q3	$10.5K	Sell	350 -2	-0.6%	-$59	﹤0.01%	632
2019 Q2	$10.1K	Hold	352	–	–	﹤0.01%	629
2019 Q1	$10.1K	Hold	352	–	–	﹤0.01%	619
2018 Q4	$8.92K	Hold	352	–	–	﹤0.01%	633
2018 Q3	$8.77K	Hold	352	–	–	﹤0.01%	671
2018 Q2	$9.25K	Hold	352	–	–	﹤0.01%	667
2018 Q1	$8.42K	Hold	352	–	–	﹤0.01%	661
2017 Q4	$9.04K	Hold	352	–	–	﹤0.01%	649
2017 Q3	$9.01K	Hold	352	–	–	﹤0.01%	634
2017 Q2	$8.93K	Hold	352	–	–	﹤0.01%	579
2017 Q1	$8.37K	Sell	352 -63	-15%	-$1.44K	﹤0.01%	582
2016 Q4	$9.19K	Hold	415	–	–	﹤0.01%	553
2016 Q3	$10K	Hold	415	–	–	﹤0.01%	529
2016 Q2	$11K	Hold	415	–	–	﹤0.01%	508
2016 Q1	$9.78K	Buy	+415	New	+$8.9K	﹤0.01%	495

Other funds holding NI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Anchor Investment Management's NI Position: Q4 2021 in Review

Anchor Investment Management sold out of NiSource (NI) in Q4 2021, closing a stake of 350 shares — an estimated $8.48K sold.

Anchor Investment Management first reported a position in NI in Q1 2016 and held it in 23 quarters. The position peaked at $11K in Q2 2016. 517 funds tracked by Wall St. Rank hold NI as of Q4 2021.

Anchor Investment Management reported no remaining NiSource position as of Q4 2021 after selling out during the quarter.
Anchor Investment Management sold 350 NiSource shares in Q4 2021, an estimated $8.48K.
Anchor Investment Management first reported a position in NiSource in Q1 2016 and held it in 23 quarters.
Anchor Investment Management's NiSource position peaked at $11K in Q2 2016.
517 funds tracked by Wall St. Rank held NiSource as of Q4 2021.

Based on Anchor Investment Management's 13F filing for Q4 2021, filed 2 Jan 2024.