Clean Yield Group’s Itron ITRI Stock Holding History

Clean Yield Group’s Portfolio ITRI Stock Details ITRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-340	Closed	-$21K	–	427
2020 Q3	$21K	Hold	340	–	–	0.01%	272
2020 Q2	$23K	Hold	340	–	–	0.01%	260
2020 Q1	$19K	Buy	+340	New	+$25.8K	0.01%	277

Other funds holding ITRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Clean Yield Group's ITRI Position: Q4 2020 in Review

Clean Yield Group sold out of Itron (ITRI) in Q4 2020, closing a stake of 340 shares — an estimated $21K sold.

Clean Yield Group first reported a position in ITRI in Q1 2020 and held it in 3 quarters. The position peaked at $23K in Q2 2020. 238 funds tracked by Wall St. Rank hold ITRI as of Q4 2020.

Clean Yield Group reported no remaining Itron position as of Q4 2020 after selling out during the quarter.
Clean Yield Group sold 340 Itron shares in Q4 2020, an estimated $21K.
Clean Yield Group first reported a position in Itron in Q1 2020 and held it in 3 quarters.
Clean Yield Group's Itron position peaked at $23K in Q2 2020.
238 funds tracked by Wall St. Rank held Itron as of Q4 2020.

Based on Clean Yield Group's 13F filing for Q4 2020, filed 26 Jan 2021.