Birch Hill Investment Advisors’s Portland General Electric POR Stock Holding History

Birch Hill Investment 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
2024 Q4	–	Sell	-4,470	Closed	-$214K	–	186
2024 Q3	$214K	Buy	+4,470	New	+$209K	0.01%	175
2023 Q3	–	Sell	-5,900	Closed	-$276K	–	163
2023 Q2	$276K	Sell	5,900 -900	-13%	-$44.5K	0.02%	138
2023 Q1	$332K	Sell	6,800 -200	-3%	-$9.55K	0.02%	132
2022 Q4	$343K	Hold	7,000	–	–	0.02%	129
2022 Q3	$304K	Hold	7,000	–	–	0.02%	130
2022 Q2	$338K	Sell	7,000 -200	-3%	-$9.95K	0.02%	129
2022 Q1	$397K	Hold	7,200	–	–	0.02%	131
2021 Q4	$381K	Sell	7,200 -1,000	-12%	-$49.9K	0.02%	137
2021 Q3	$385K	Hold	8,200	–	–	0.02%	134
2021 Q2	$378K	Hold	8,200	–	–	0.02%	130
2021 Q1	$389K	Sell	8,200 -1,500	-15%	-$65.5K	0.02%	124
2020 Q4	$415K	Hold	9,700	–	–	0.02%	116
2020 Q3	$344K	Hold	9,700	–	–	0.02%	118
2020 Q2	$406K	Hold	9,700	–	–	0.03%	106
2020 Q1	$465K	Hold	9,700	–	–	0.04%	97
2019 Q4	$541K	Hold	9,700	–	–	0.04%	108
2019 Q3	$547K	Hold	9,700	–	–	0.04%	104
2019 Q2	$525K	Hold	9,700	–	–	0.04%	107
2019 Q1	$503K	Sell	9,700 -182	-2%	-$8.88K	0.04%	109
2018 Q4	$453K	Buy	9,882 +1,000	+11%	+$46.8K	0.04%	110
2018 Q3	$405K	Hold	8,882	–	–	0.03%	122
2018 Q2	$380K	Hold	8,882	–	–	0.03%	122
2018 Q1	$360K	Sell	8,882 -400	-4%	-$16.4K	0.03%	118
2017 Q4	$423K	Hold	9,282	–	–	0.04%	106
2017 Q3	$424K	Hold	9,282	–	–	0.04%	105
2017 Q2	$424K	Sell	9,282 -300	-3%	-$13.8K	0.04%	104
2017 Q1	$426K	Sell	9,582 -11,678	-55%	-$514K	0.04%	103
2016 Q4	$921K	Sell	21,260 -1,900	-8%	-$80.2K	0.08%	79
2016 Q3	$986K	Sell	23,160 -8,100	-26%	-$351K	0.09%	78
2016 Q2	$1.38M	Sell	31,260 -200	-0.6%	-$8.16K	0.14%	68
2016 Q1	$1.24M	Hold	31,460	–	–	0.13%	70
2015 Q4	$1.14M	Hold	31,460	–	–	0.12%	74
2015 Q3	$1.16M	Sell	31,460 -11,000	-26%	-$388K	0.13%	73
2015 Q2	$1.41M	Sell	42,460 -200	-0.5%	-$7.01K	0.14%	75
2015 Q1	$1.58M	Sell	42,660 -1,900	-4%	-$71.6K	0.16%	71
2014 Q4	$1.69M	Hold	44,560	–	–	0.17%	71
2014 Q3	$1.43M	Sell	44,560 -1,398	-3%	-$46.4K	0.15%	68
2014 Q2	$1.59M	Sell	45,958 -5,602	-11%	-$185K	0.17%	67
2014 Q1	$1.67M	Sell	51,560 -15,400	-23%	-$474K	0.18%	64
2013 Q4	$2.02M	Sell	66,960 -18,950	-22%	-$557K	0.22%	67
2013 Q3	$2.42M	Sell	85,910 -22,100	-20%	-$660K	0.29%	62
2013 Q2	$3.3M	Buy	+108,010	New	+$3.36M	0.41%	54

Other funds holding POR

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 $3.38T AUM 44.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

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

Birch Hill Investment Advisors's POR Position: Q4 2024 in Review

Birch Hill Investment Advisors sold out of Portland General Electric (POR) in Q4 2024, closing a stake of 4,470 shares — an estimated $214K sold.

Birch Hill Investment Advisors first reported a position in POR in Q2 2013 and held it in 42 quarters. The position peaked at $3.3M in Q2 2013. 449 funds tracked by Wall St. Rank hold POR as of Q4 2024.

Birch Hill Investment Advisors reported no remaining Portland General Electric position as of Q4 2024 after selling out during the quarter.
Birch Hill Investment Advisors sold 4,470 Portland General Electric shares in Q4 2024, an estimated $214K.
Birch Hill Investment Advisors first reported a position in Portland General Electric in Q2 2013 and held it in 42 quarters.
Birch Hill Investment Advisors's Portland General Electric position peaked at $3.3M in Q2 2013.
449 funds tracked by Wall St. Rank held Portland General Electric as of Q4 2024.

Based on Birch Hill Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.