GI
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Gradient Investments’s Portland General Electric POR Stock Holding History

Gradient 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
2024
Q1 		– Sell
-4
Closed -$173 – 1681
2023
Q4 		$173 Buy
+4
New +$166 ﹤0.01% 1709
2023
Q3 		– Sell
-16
Closed -$749 – 1889
2023
Q2 		$749 Buy
+16
New +$792 ﹤0.01% 1445
2023
Q1 		– Sell
-12
Closed -$588 – 1611
2022
Q4 		$588 Sell
12
-195
-94% -$9.04K ﹤0.01% 1283
2022
Q3 		$9K Buy
+207
New +$10.6K ﹤0.01% 826
2021
Q2 		– Sell
-200
Closed -$9K – 1236
2021
Q1 		$9K Buy
+200
New +$8.73K ﹤0.01% 788
2018
Q4 		– Sell
-22
Closed -$1K – 1052
2018
Q3 		$1K Hold
22
– – ﹤0.01% 929
2018
Q2 		$1K Hold
22
– – ﹤0.01% 920
2018
Q1 		$1K Hold
22
– – ﹤0.01% 930
2017
Q4 		$1K Buy
+22
New +$1.04K ﹤0.01% 936

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
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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