JTC Employer Solutions Trustee’s National Grid NGG Stock Holding History

JTC Employer Solutions Trustee’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
2023 Q1	–	Sell	-16	Closed	-$1K	–	391
2022 Q4	$1K	Hold	16	–	–	﹤0.01%	393
2022 Q3	$1K	Hold	16	–	–	﹤0.01%	322
2022 Q2	$1K	Sell	16 -1	-6%	-$66	﹤0.01%	298
2022 Q1	$1K	Hold	17	–	–	﹤0.01%	307
2021 Q4	$1K	Hold	17	–	–	﹤0.01%	311
2021 Q3	$1K	Hold	17	–	–	﹤0.01%	310
2021 Q2	$1K	Buy	+17	New	+$966	﹤0.01%	298

Other funds holding NGG

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JTC Employer Solutions Trustee's NGG Position: Q1 2023 in Review

JTC Employer Solutions Trustee sold out of National Grid (NGG) in Q1 2023, closing a stake of 16 shares — an estimated $1K sold.

JTC Employer Solutions Trustee first reported a position in NGG in Q2 2021 and held it in 7 quarters. The position peaked at $1K in Q4 2022. 399 funds tracked by Wall St. Rank hold NGG as of Q1 2023.

JTC Employer Solutions Trustee reported no remaining National Grid position as of Q1 2023 after selling out during the quarter.
JTC Employer Solutions Trustee sold 16 National Grid shares in Q1 2023, an estimated $1K.
JTC Employer Solutions Trustee first reported a position in National Grid in Q2 2021 and held it in 7 quarters.
JTC Employer Solutions Trustee's National Grid position peaked at $1K in Q4 2022.
399 funds tracked by Wall St. Rank held National Grid as of Q1 2023.

Based on JTC Employer Solutions Trustee's 13F filing for Q1 2023, filed 26 Apr 2023.