First Washington Corp’s Portland General Electric POR Stock Holding History

First Washington Corp’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 Q4	–	Sell	-99,726	Closed	-$4.04M	–	60
2023 Q3	$4.04M	Buy	+99,726	New	+$4.52M	1.63%	27
2020 Q1	–	Sell	-30,610	Closed	-$1.71M	–	80
2019 Q4	$1.71M	Buy	+30,610	New	+$1.71M	0.79%	37
2019 Q1	–	Sell	-33,300	Closed	-$1.62M	–	84
2018 Q4	$1.53M	Buy	+33,300	New	+$1.56M	0.83%	42
2018 Q2	–	Sell	-33,380	Closed	-$1.35M	–	75
2018 Q1	$1.35M	Buy	+33,380	New	+$1.37M	0.7%	41
2014 Q1	–	Sell	-133,400	Closed	-$4.03M	–	135
2013 Q4	$4.03M	Buy	+133,400	New	+$3.92M	2.19%	10

Other funds holding POR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIP

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Washington Corp's POR Position: Q4 2023 in Review

First Washington Corp sold out of Portland General Electric (POR) in Q4 2023, closing a stake of 99,726 shares — an estimated $4.04M sold.

First Washington Corp first reported a position in POR in Q4 2013 and held it in 5 quarters. The position peaked at $4.04M in Q3 2023. 390 funds tracked by Wall St. Rank hold POR as of Q4 2023.

First Washington Corp reported no remaining Portland General Electric position as of Q4 2023 after selling out during the quarter.
First Washington Corp sold 99,726 Portland General Electric shares in Q4 2023, an estimated $4.04M.
First Washington Corp first reported a position in Portland General Electric in Q4 2013 and held it in 5 quarters.
First Washington Corp's Portland General Electric position peaked at $4.04M in Q3 2023.
390 funds tracked by Wall St. Rank held Portland General Electric as of Q4 2023.

Based on First Washington Corp's 13F filing for Q4 2023, filed 14 Feb 2024.