Carroll Financial Associates’s National Fuel Gas NFG Stock Holding History

Carroll Financial Associates’s Portfolio NFG Stock Details NFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$25K	Buy	402 +364	+958%	+$21.7K	﹤0.01%	912
2021 Q3	$1K	Buy	+38	New	+$1.97K	﹤0.01%	1677
2020 Q4	–	Sell	-2	Closed	–	–	1608
2020 Q3	$0	Hold	2	–	–	﹤0.01%	1610
2020 Q2	$0	Hold	2	–	–	﹤0.01%	1627
2020 Q1	$0	Hold	2	–	–	﹤0.01%	1591
2019 Q4	$0	Hold	2	–	–	﹤0.01%	1634
2019 Q3	$0	Hold	2	–	–	﹤0.01%	1642
2019 Q2	$0	Hold	2	–	–	﹤0.01%	1658
2019 Q1	$0	Buy	+2	New	+$116	﹤0.01%	1442
2017 Q2	–	Sell	-500	Closed	-$29K	–	1216
2017 Q1	$29K	Buy	+500	New	+$29.4K	﹤0.01%	585

Other funds holding NFG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Carroll Financial Associates's NFG Position: Q4 2021 in Review

Carroll Financial Associates increased its National Fuel Gas (NFG) stake by 958% in Q4 2021, buying an estimated $21.7K and bringing the position to 402 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Carroll Financial Associates first reported a position in NFG in Q1 2017 and has held it in 10 quarters since. The position peaked at $29K in Q1 2017. 404 funds tracked by Wall St. Rank hold NFG as of Q4 2021.

Carroll Financial Associates held 402 shares of National Fuel Gas worth $25K as of Q4 2021.
Carroll Financial Associates bought 364 National Fuel Gas shares in Q4 2021, an estimated $21.7K.
National Fuel Gas made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #912 holding.
Carroll Financial Associates first reported a position in National Fuel Gas in Q1 2017 and has held it in 10 quarters since.
Carroll Financial Associates's National Fuel Gas position peaked at $29K in Q1 2017.
404 funds tracked by Wall St. Rank held National Fuel Gas as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.