BC
NGG icon

Bartlett & Co’s National Grid NGG Stock Holding History

Bartlett & Co’s Portfolio NGG Stock Details NGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-77
Closed -$5K – 1227
2022
Q2 		$5K Buy
+77
New +$5.09K ﹤0.01% 1015
2020
Q2 		– Sell
-8
Closed – – 854
2020
Q1 		$0 Buy
+8
New +$442 ﹤0.01% 825
2017
Q4 		– Sell
-77
Closed -$4K – 701
2017
Q3 		$4K Hold
77
– – ﹤0.01% 631
2017
Q2 		$4K Sell
77
-1
-1% -$61 ﹤0.01% 633
2017
Q1 		$5K Hold
78
– – ﹤0.01% 645
2016
Q4 		$4K Hold
78
– – ﹤0.01% 646
2016
Q3 		$5K Hold
78
– – ﹤0.01% 636
2016
Q2 		$6K Sell
78
-1,507
-95% -$104K ﹤0.01% 633
2016
Q1 		$109K Buy
1,585
+24
+2% +$1.6K 0.01% 297
2015
Q4 		$105K Hold
1,561
– – 0.01% 311
2015
Q3 		$105K Buy
1,561
+48
+3% +$3.08K 0.01% 310
2015
Q2 		$94K Buy
1,513
+1,435
+1,840% +$93.9K ﹤0.01% 326
2015
Q1 		$5K Hold
78
– – ﹤0.01% 662
2014
Q4 		$5K Hold
78
– – ﹤0.01% 684
2014
Q3 		$5K Hold
78
– – ﹤0.01% 642
2014
Q2 		$6K Hold
78
– – ﹤0.01% 654
2014
Q1 		$5K Hold
78
– – ﹤0.01% 641
2013
Q4 		$5K Sell
78
-16
-17% -$959 ﹤0.01% 624
2013
Q3 		$5K Buy
94
+16
+21% +$903 ﹤0.01% 647
2013
Q2 		$4K Buy
+78
New +$4.55K ﹤0.01% 665

Other funds holding NGG

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return