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Benson Investment Management Company’s NiSource NI Stock Holding History

Benson Investment Management Company’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
2023
Q4 		– Sell
-134,607
Closed -$3.32M – 51
2023
Q3 		$3.32M Buy
134,607
+3,487
+3% +$94.2K 1.87% 38
2023
Q2 		$3.59M Buy
131,120
+1,530
+1% +$42.5K 1.99% 33
2023
Q1 		$3.62M Buy
+129,590
New +$3.55M 2.07% 24

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State Street
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return

Benson Investment Management Company's NI Position: Q4 2023 in Review

Benson Investment Management Company sold out of NiSource (NI) in Q4 2023, closing a stake of 134,607 shares — an estimated $3.32M sold.

Benson Investment Management Company first reported a position in NI in Q1 2023 and held it in 3 quarters. The position peaked at $3.62M in Q1 2023. 610 funds tracked by Wall St. Rank hold NI as of Q4 2023.

  • Benson Investment Management Company reported no remaining NiSource position as of Q4 2023 after selling out during the quarter.
  • Benson Investment Management Company sold 134,607 NiSource shares in Q4 2023, an estimated $3.32M.
  • Benson Investment Management Company first reported a position in NiSource in Q1 2023 and held it in 3 quarters.
  • Benson Investment Management Company's NiSource position peaked at $3.62M in Q1 2023.
  • 610 funds tracked by Wall St. Rank held NiSource as of Q4 2023.

Based on Benson Investment Management Company's 13F filing for Q4 2023, filed 9 Jan 2024.