Congress Park Capital’s National Grid NGG Stock Holding History

Congress Park Capital’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
2021 Q4	–	Sell	-9,985	Closed	-$527K	–	149
2021 Q3	$527K	Sell	9,985 -904	-8%	-$51.9K	0.27%	77
2021 Q2	$616K	Buy	+10,889	New	+$619K	0.31%	69
2020 Q1	–	Sell	-6,642	Closed	-$368K	–	99
2019 Q4	$368K	Buy	+6,642	New	+$341K	0.27%	67
2018 Q1	–	Sell	-5,012	Closed	-$261K	–	96
2017 Q4	$261K	Buy	+5,012	New	+$267K	0.26%	83

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Congress Park Capital's NGG Position: Q4 2021 in Review

Congress Park Capital sold out of National Grid (NGG) in Q4 2021, closing a stake of 9,985 shares — an estimated $527K sold.

Congress Park Capital first reported a position in NGG in Q4 2017 and held it in 4 quarters. The position peaked at $616K in Q2 2021. 371 funds tracked by Wall St. Rank hold NGG as of Q4 2021.

Congress Park Capital reported no remaining National Grid position as of Q4 2021 after selling out during the quarter.
Congress Park Capital sold 9,985 National Grid shares in Q4 2021, an estimated $527K.
Congress Park Capital first reported a position in National Grid in Q4 2017 and held it in 4 quarters.
Congress Park Capital's National Grid position peaked at $616K in Q2 2021.
371 funds tracked by Wall St. Rank held National Grid as of Q4 2021.

Based on Congress Park Capital's 13F filing for Q4 2021, filed 9 Feb 2022.