Claris Advisors’s Portland General Electric POR Stock Holding History

Claris Advisors’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
2024 Q4	–	Sell	-4	Closed	-$192	–	872
2024 Q3	$192	Buy	+4	New	+$187	﹤0.01%	971

Other funds holding POR

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

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

Claris Advisors's POR Position: Q4 2024 in Review

Claris Advisors sold out of Portland General Electric (POR) in Q4 2024, closing a stake of 4 shares — an estimated $192 sold.

Claris Advisors first reported a position in POR in Q3 2024 and held it in 1 quarter. The position peaked at $192 in Q3 2024. 449 funds tracked by Wall St. Rank hold POR as of Q4 2024.

Claris Advisors reported no remaining Portland General Electric position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 4 Portland General Electric shares in Q4 2024, an estimated $192.
Claris Advisors first reported a position in Portland General Electric in Q3 2024 and held it in 1 quarter.
Claris Advisors's Portland General Electric position peaked at $192 in Q3 2024.
449 funds tracked by Wall St. Rank held Portland General Electric as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.