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FORA Capital’s Portland General Electric POR Stock Holding History

FORA Capital’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
2024
Q2 		– Sell
-16,550
Closed -$695K – 514
2024
Q1 		$695K Buy
+16,550
New +$682K 0.06% 280
2023
Q2 		– Sell
-7,597
Closed -$371K – 565
2023
Q1 		$371K Buy
+7,597
New +$363K 0.04% 404
2022
Q2 		– Sell
-5,158
Closed -$287K – 636
2022
Q1 		$287K Buy
+5,158
New +$271K 0.05% 398
2021
Q3 		– Sell
-527
Closed -$24K – 735
2021
Q2 		$24K Sell
527
-3,496
-87% -$172K ﹤0.01% 810
2021
Q1 		$191K Buy
+4,023
New +$176K 0.06% 297
2020
Q4 		– Sell
-744
Closed -$26K – 1095
2020
Q3 		$26K Sell
744
-139
-16% -$5.56K 0.02% 542
2020
Q2 		$37K Buy
+883
New +$40.4K 0.01% 703
2020
Q1 		– Sell
-7,685
Closed -$429K – 1271
2019
Q4 		$429K Buy
+7,685
New +$429K 0.04% 431

Other funds holding POR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return