Column Capital Advisors’s National Grid NGG Stock Holding History

Column Capital Advisors’s Portfolio NGG Stock Details NGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$3.7K	Hold	65	–	–	﹤0.01%	620
2023 Q2	$4.11K	Hold	65	–	–	﹤0.01%	629
2023 Q1	$4.15K	Hold	65	–	–	﹤0.01%	655
2022 Q4	$3.68K	Sell	65 -158	-71%	-$8.45K	﹤0.01%	647
2022 Q3	$11K	Buy	223 +157	+238%	+$9.45K	﹤0.01%	456
2022 Q2	$4K	Sell	66 -2	-3%	-$132	﹤0.01%	582
2022 Q1	$5K	Hold	68	–	–	﹤0.01%	580
2021 Q4	$4K	Sell	68 -1	-1%	-$59	﹤0.01%	606
2021 Q3	$4K	Hold	69	–	–	﹤0.01%	573
2021 Q2	$4K	Hold	69	–	–	﹤0.01%	575
2021 Q1	$4K	Hold	69	–	–	﹤0.01%	558
2020 Q4	$4K	Hold	69	–	–	﹤0.01%	556
2020 Q3	$4K	Hold	69	–	–	﹤0.01%	552
2020 Q2	$3K	Buy	69 +45	+188%	+$2.28K	﹤0.01%	636
2020 Q1	$1K	Hold	24	–	–	﹤0.01%	647
2019 Q4	$1K	Buy	+24	New	+$1.23K	﹤0.01%	676

Other funds holding NGG

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Column Capital Advisors's NGG Position: Q3 2023 in Review

Column Capital Advisors held its National Grid (NGG) position steady in Q3 2023 at 65 shares worth $3.7K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Column Capital Advisors first reported a position in NGG in Q4 2019 and has held it in 16 quarters since. The position peaked at $11K in Q3 2022. 402 funds tracked by Wall St. Rank hold NGG as of Q3 2023.

Column Capital Advisors held 65 shares of National Grid worth $3.7K as of Q3 2023.
Column Capital Advisors left its National Grid share count unchanged in Q3 2023.
National Grid made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #620 holding.
Column Capital Advisors first reported a position in National Grid in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's National Grid position peaked at $11K in Q3 2022.
402 funds tracked by Wall St. Rank held National Grid as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.