Ellevest Inc’s National Grid NGG Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-1,434	Closed	-$91.9K	–	1183
2023 Q1	$91.9K	Buy	1,434 +976	+213%	+$58.5K	0.01%	470
2022 Q4	$26.1K	Buy	458 +418	+1,045%	+$22.3K	﹤0.01%	781
2022 Q3	$2K	Sell	40 -1,360	-97%	-$81.9K	﹤0.01%	1357
2022 Q2	$84K	Buy	1,400 +861	+160%	+$57K	0.01%	450
2022 Q1	$37K	Buy	539 +79	+17%	+$5.24K	﹤0.01%	605
2021 Q4	$30K	Buy	+460	New	+$27K	﹤0.01%	637
2021 Q2	–	Sell	-594	Closed	-$31K	–	1363
2021 Q1	$31K	Sell	594 -132	-18%	-$6.89K	﹤0.01%	570
2020 Q4	$38K	Buy	726 +641	+754%	+$34K	0.01%	523
2020 Q3	$4K	Sell	85 -13	-13%	-$653	﹤0.01%	802
2020 Q2	$5K	Buy	98 +13	+15%	+$659	﹤0.01%	746
2020 Q1	$4K	Buy	+85	New	+$4.7K	﹤0.01%	675

Other funds holding NGG

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Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return