Great Diamond Partners’s NiSource NI Stock Holding History

Great Diamond Partners’s Portfolio NI Stock Details NI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,207	Closed	-$33K	–	435
2019 Q4	$33K	Buy	+1,207	New	+$33.1K	0.01%	371

Other funds holding NI

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Great Diamond Partners's NI Position: Q1 2020 in Review

Great Diamond Partners sold out of NiSource (NI) in Q1 2020, closing a stake of 1,207 shares — an estimated $33K sold.

Great Diamond Partners first reported a position in NI in Q4 2019 and held it in 1 quarter. The position peaked at $33K in Q4 2019. 474 funds tracked by Wall St. Rank hold NI as of Q1 2020.

Great Diamond Partners reported no remaining NiSource position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 1,207 NiSource shares in Q1 2020, an estimated $33K.
Great Diamond Partners first reported a position in NiSource in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's NiSource position peaked at $33K in Q4 2019.
474 funds tracked by Wall St. Rank held NiSource as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.