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Disciplined Investments’s National Fuel Gas NFG Stock Holding History

Disciplined Investments’s Portfolio NFG Stock Details NFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11
Closed -$565 – 1046
2023
Q2 		$565 Hold
11
– – ﹤0.01% 1185
2023
Q1 		$635 Sell
11
-2
-15% -$116 ﹤0.01% 1163
2022
Q4 		$823 Sell
13
-2
-13% -$129 ﹤0.01% 987
2022
Q3 		$1K Hold
15
– – ﹤0.01% 1003
2022
Q2 		$1K Buy
15
+1
+7% +$70 ﹤0.01% 1025
2022
Q1 		$1K Buy
+14
New +$886 ﹤0.01% 1091

Other funds holding NFG

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Disciplined Investments's NFG Position: Q3 2023 in Review

Disciplined Investments sold out of National Fuel Gas (NFG) in Q3 2023, closing a stake of 11 shares — an estimated $565 sold.

Disciplined Investments first reported a position in NFG in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 432 funds tracked by Wall St. Rank hold NFG as of Q3 2023.

  • Disciplined Investments reported no remaining National Fuel Gas position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 11 National Fuel Gas shares in Q3 2023, an estimated $565.
  • Disciplined Investments first reported a position in National Fuel Gas in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's National Fuel Gas position peaked at $1K in Q3 2022.
  • 432 funds tracked by Wall St. Rank held National Fuel Gas as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.