Bull Oak Capital’s National Grid NGG Stock Holding History

Bull Oak Capital’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
2024 Q4	–	Sell	-44	Closed	-$2.86K	–	59
2024 Q3	$2.86K	Buy	+44	New	+$2.7K	﹤0.01%	97

Other funds holding NGG

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bull Oak Capital's NGG Position: Q4 2024 in Review

Bull Oak Capital sold out of National Grid (NGG) in Q4 2024, closing a stake of 44 shares — an estimated $2.86K sold.

Bull Oak Capital first reported a position in NGG in Q3 2024 and held it in 1 quarter. The position peaked at $2.86K in Q3 2024. 450 funds tracked by Wall St. Rank hold NGG as of Q4 2024.

Bull Oak Capital reported no remaining National Grid position as of Q4 2024 after selling out during the quarter.
Bull Oak Capital sold 44 National Grid shares in Q4 2024, an estimated $2.86K.
Bull Oak Capital first reported a position in National Grid in Q3 2024 and held it in 1 quarter.
Bull Oak Capital's National Grid position peaked at $2.86K in Q3 2024.
450 funds tracked by Wall St. Rank held National Grid as of Q4 2024.

Based on Bull Oak Capital's 13F filing for Q4 2024, filed 5 Feb 2025.