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Disciplined Investments’s Portland General Electric POR Stock Holding History

Disciplined Investments’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-13
Closed -$609 – 1178
2023
Q2 		$609 Buy
13
+2
+18% +$99 ﹤0.01% 1161
2023
Q1 		$538 Sell
11
-1
-8% -$48 ﹤0.01% 1199
2022
Q4 		$588 Sell
12
-5
-29% -$232 ﹤0.01% 1130
2022
Q3 		$1K Buy
17
+6
+55% +$307 ﹤0.01% 1041
2022
Q2 		$1K Sell
11
-2
-15% -$100 ﹤0.01% 1067
2022
Q1 		$1K Buy
+13
New +$684 ﹤0.01% 1130

Other funds holding POR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Disciplined Investments's POR Position: Q3 2023 in Review

Disciplined Investments sold out of Portland General Electric (POR) in Q3 2023, closing a stake of 13 shares — an estimated $609 sold.

Disciplined Investments first reported a position in POR in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 371 funds tracked by Wall St. Rank hold POR as of Q3 2023.

  • Disciplined Investments reported no remaining Portland General Electric position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 13 Portland General Electric shares in Q3 2023, an estimated $609.
  • Disciplined Investments first reported a position in Portland General Electric in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Portland General Electric position peaked at $1K in Q3 2022.
  • 371 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2023.

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