CPO
POR icon

Cerity Partners OCIO’s Portland General Electric POR Stock Holding History

Cerity Partners OCIO’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
Q4 		$1.37M Buy
28,039
+3,595
+15% +$167K 0.04% 211
2022
Q3 		$1.06M Buy
24,444
+2,774
+13% +$142K 0.04% 223
2022
Q2 		$1.05M Buy
21,670
+3,755
+21% +$187K 0.03% 212
2022
Q1 		$988K Buy
+17,915
New +$942K 0.03% 239
2016
Q1 		– Sell
-10,625
Closed -$386K – 229
2015
Q4 		$386K Buy
10,625
+870
+9% +$32.1K 0.04% 158
2015
Q3 		$361K Buy
9,755
+1,203
+14% +$42.4K 0.04% 155
2015
Q2 		$284K Buy
8,552
+1,377
+19% +$48.3K 0.03% 179
2015
Q1 		$266K Buy
+7,175
New +$271K 0.03% 178

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ZP
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JP Morgan Chase
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return