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Carmichael Hill & Associates’s Portland General Electric POR Stock Holding History

Carmichael Hill & Associates’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
2022
Q3 		– Sell
-27
Closed -$1K – 859
2022
Q2 		$1K Buy
+27
New +$1.34K ﹤0.01% 780

Other funds holding POR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Carmichael Hill & Associates's POR Position: Q3 2022 in Review

Carmichael Hill & Associates sold out of Portland General Electric (POR) in Q3 2022, closing a stake of 27 shares — an estimated $1K sold.

Carmichael Hill & Associates first reported a position in POR in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 362 funds tracked by Wall St. Rank hold POR as of Q3 2022.

  • Carmichael Hill & Associates reported no remaining Portland General Electric position as of Q3 2022 after selling out during the quarter.
  • Carmichael Hill & Associates sold 27 Portland General Electric shares in Q3 2022, an estimated $1K.
  • Carmichael Hill & Associates first reported a position in Portland General Electric in Q2 2022 and held it in 1 quarter.
  • Carmichael Hill & Associates's Portland General Electric position peaked at $1K in Q2 2022.
  • 362 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2022.

Based on Carmichael Hill & Associates's 13F filing for Q3 2022, filed 10 Nov 2022.