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Jaffetilchin Investment Partners’s National Grid NGG Stock Holding History

Jaffetilchin Investment Partners’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
2024
Q4 		– Sell
-1,608
Closed -$106K – 945
2024
Q3 		$106K Sell
1,608
-7,427
-82% -$455K 0.01% 458
2024
Q2 		$484K Buy
+9,035
New +$545K 0.04% 220

Other funds holding NGG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jaffetilchin Investment Partners's NGG Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of National Grid (NGG) in Q4 2024, closing a stake of 1,608 shares — an estimated $106K sold.

Jaffetilchin Investment Partners first reported a position in NGG in Q2 2024 and held it in 2 quarters. The position peaked at $484K in Q2 2024. 450 funds tracked by Wall St. Rank hold NGG as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining National Grid position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 1,608 National Grid shares in Q4 2024, an estimated $106K.
  • Jaffetilchin Investment Partners first reported a position in National Grid in Q2 2024 and held it in 2 quarters.
  • Jaffetilchin Investment Partners's National Grid position peaked at $484K in Q2 2024.
  • 450 funds tracked by Wall St. Rank held National Grid as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.