CIA
NI icon

ClearBridge Investments (Australia)’s NiSource NI Stock Holding History

ClearBridge Investments (Australia)’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
2020
Q3 		– Sell
-2,400
Closed -$55K – 39
2020
Q2 		$55K Buy
+2,400
New +$57.9K ﹤0.01% 39
2017
Q2 		– Sell
-558
Closed -$14K – 49
2017
Q1 		$14K Buy
558
+271
+94% +$6.2K ﹤0.01% 43
2016
Q4 		$7K Buy
+287
New +$6.38K ﹤0.01% 43

Other funds holding NI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments (Australia)'s NI Position: Q3 2020 in Review

ClearBridge Investments (Australia) sold out of NiSource (NI) in Q3 2020, closing a stake of 2,400 shares — an estimated $55K sold.

ClearBridge Investments (Australia) first reported a position in NI in Q4 2016 and held it in 3 quarters. The position peaked at $55K in Q2 2020. 460 funds tracked by Wall St. Rank hold NI as of Q3 2020.

  • ClearBridge Investments (Australia) reported no remaining NiSource position as of Q3 2020 after selling out during the quarter.
  • ClearBridge Investments (Australia) sold 2,400 NiSource shares in Q3 2020, an estimated $55K.
  • ClearBridge Investments (Australia) first reported a position in NiSource in Q4 2016 and held it in 3 quarters.
  • ClearBridge Investments (Australia)'s NiSource position peaked at $55K in Q2 2020.
  • 460 funds tracked by Wall St. Rank held NiSource as of Q3 2020.

Based on ClearBridge Investments (Australia)'s 13F filing for Q3 2020, filed 13 Nov 2020.