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Ancora Advisors’s Portland General Electric POR Stock Holding History

Ancora Advisors’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-26
Closed -$1K – 1914
2022
Q3 		$1K Hold
26
– – ﹤0.01% 1913
2022
Q2 		$1K Buy
+26
New +$1.29K ﹤0.01% 2091
2021
Q3 		– Sell
-80
Closed -$4K – 2277
2021
Q2 		$4K Buy
+80
New +$3.93K ﹤0.01% 1743
2021
Q1 		– Sell
-10
Closed – – 1813
2020
Q4 		$0 Buy
+10
New +$407 ﹤0.01% 1520

Other funds holding POR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Ancora Advisors's POR Position: Q4 2022 in Review

Ancora Advisors sold out of Portland General Electric (POR) in Q4 2022, closing a stake of 26 shares — an estimated $1K sold.

Ancora Advisors first reported a position in POR in Q4 2020 and held it in 4 quarters. The position peaked at $4K in Q2 2021. 389 funds tracked by Wall St. Rank hold POR as of Q4 2022.

  • Ancora Advisors reported no remaining Portland General Electric position as of Q4 2022 after selling out during the quarter.
  • Ancora Advisors sold 26 Portland General Electric shares in Q4 2022, an estimated $1K.
  • Ancora Advisors first reported a position in Portland General Electric in Q4 2020 and held it in 4 quarters.
  • Ancora Advisors's Portland General Electric position peaked at $4K in Q2 2021.
  • 389 funds tracked by Wall St. Rank held Portland General Electric as of Q4 2022.

Based on Ancora Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.