Cedar Wealth Management’s NiSource NI Stock Holding History

Cedar Wealth Management’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
2023 Q4	–	Sell	-1,000	Closed	-$24.7K	–	291
2023 Q3	$24.7K	Hold	1,000	–	–	0.01%	190
2023 Q2	$27.4K	Hold	1,000	–	–	0.01%	194
2023 Q1	$28K	Hold	1,000	–	–	0.01%	193
2022 Q4	$27.4K	Hold	1,000	–	–	0.01%	184
2022 Q3	$25K	Hold	1,000	–	–	0.01%	207
2022 Q2	$29K	Hold	1,000	–	–	0.01%	200
2022 Q1	$32K	Hold	1,000	–	–	0.01%	214
2021 Q4	$28K	Hold	1,000	–	–	0.01%	224
2021 Q3	$24K	Hold	1,000	–	–	0.01%	197
2021 Q2	$25K	Hold	1,000	–	–	0.01%	197
2021 Q1	$24K	Hold	1,000	–	–	0.01%	183
2020 Q4	$23K	Hold	1,000	–	–	0.01%	165
2020 Q3	$22K	Hold	1,000	–	–	0.01%	160
2020 Q2	$23K	Hold	1,000	–	–	0.02%	159
2020 Q1	$25K	Hold	1,000	–	–	0.02%	150
2019 Q4	$28K	Hold	1,000	–	–	0.02%	113
2019 Q3	$30K	Hold	1,000	–	–	0.02%	107
2019 Q2	$29K	Hold	1,000	–	–	0.02%	124
2019 Q1	$29K	Hold	1,000	–	–	0.02%	120
2018 Q4	$25K	Buy	+1,000	New	+$25.8K	0.02%	109

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 $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

ECM

ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Cedar Wealth Management's NI Position: Q4 2023 in Review

Cedar Wealth Management sold out of NiSource (NI) in Q4 2023, closing a stake of 1,000 shares — an estimated $24.7K sold.

Cedar Wealth Management first reported a position in NI in Q4 2018 and held it in 20 quarters. The position peaked at $32K in Q1 2022. 610 funds tracked by Wall St. Rank hold NI as of Q4 2023.

Cedar Wealth Management reported no remaining NiSource position as of Q4 2023 after selling out during the quarter.
Cedar Wealth Management sold 1,000 NiSource shares in Q4 2023, an estimated $24.7K.
Cedar Wealth Management first reported a position in NiSource in Q4 2018 and held it in 20 quarters.
Cedar Wealth Management's NiSource position peaked at $32K in Q1 2022.
610 funds tracked by Wall St. Rank held NiSource as of Q4 2023.

Based on Cedar Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.