Camelot Portfolios’s NiSource NI Stock Holding History

Camelot Portfolios’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
2024 Q3	–	Sell	-1,257	Closed	-$36.2K	–	406
2024 Q2	$36.2K	Buy	+1,257	New	+$35.5K	0.02%	322

Other funds holding NI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Camelot Portfolios's NI Position: Q3 2024 in Review

Camelot Portfolios sold out of NiSource (NI) in Q3 2024, closing a stake of 1,257 shares — an estimated $36.2K sold.

Camelot Portfolios first reported a position in NI in Q2 2024 and held it in 1 quarter. The position peaked at $36.2K in Q2 2024. 685 funds tracked by Wall St. Rank hold NI as of Q3 2024.

Camelot Portfolios reported no remaining NiSource position as of Q3 2024 after selling out during the quarter.
Camelot Portfolios sold 1,257 NiSource shares in Q3 2024, an estimated $36.2K.
Camelot Portfolios first reported a position in NiSource in Q2 2024 and held it in 1 quarter.
Camelot Portfolios's NiSource position peaked at $36.2K in Q2 2024.
685 funds tracked by Wall St. Rank held NiSource as of Q3 2024.

Based on Camelot Portfolios's 13F filing for Q3 2024, filed 12 Nov 2024.