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CIM Investment Management’s Portland General Electric POR Stock Holding History

CIM Investment Management’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
2021
Q1 		– Sell
-4,777
Closed -$204K – 320
2020
Q4 		$204K Buy
+4,777
New +$195K 0.07% 271
2019
Q4 		– Sell
-6,152
Closed -$347K – 282
2019
Q3 		$347K Hold
6,152
– – 0.13% 195
2019
Q2 		$333K Buy
+6,152
New +$326K 0.12% 212
2017
Q4 		– Sell
-15,400
Closed -$703K – 333
2017
Q3 		$703K Buy
15,400
+9,568
+164% +$441K 0.26% 91
2017
Q2 		$266K Buy
+5,832
New +$269K 0.09% 296

Other funds holding POR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CIM Investment Management's POR Position: Q1 2021 in Review

CIM Investment Management sold out of Portland General Electric (POR) in Q1 2021, closing a stake of 4,777 shares — an estimated $204K sold.

CIM Investment Management first reported a position in POR in Q2 2017 and held it in 5 quarters. The position peaked at $703K in Q3 2017. 319 funds tracked by Wall St. Rank hold POR as of Q1 2021.

  • CIM Investment Management reported no remaining Portland General Electric position as of Q1 2021 after selling out during the quarter.
  • CIM Investment Management sold 4,777 Portland General Electric shares in Q1 2021, an estimated $204K.
  • CIM Investment Management first reported a position in Portland General Electric in Q2 2017 and held it in 5 quarters.
  • CIM Investment Management's Portland General Electric position peaked at $703K in Q3 2017.
  • 319 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2021.

Based on CIM Investment Management's 13F filing for Q1 2021, filed 20 May 2021.