L.J. Altfest & Co’s National Grid NGG Stock Holding History

L.J. Altfest & Co’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 Q3	–	Sell	-3,158	Closed	-$200K	–	305
2023 Q2	$200K	Buy	+3,158	New	+$207K	0.03%	283

Other funds holding NGG

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RJA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

L.J. Altfest & Co's NGG Position: Q3 2023 in Review

L.J. Altfest & Co sold out of National Grid (NGG) in Q3 2023, closing a stake of 3,158 shares — an estimated $200K sold.

L.J. Altfest & Co first reported a position in NGG in Q2 2023 and held it in 1 quarter. The position peaked at $200K in Q2 2023. 401 funds tracked by Wall St. Rank hold NGG as of Q3 2023.

L.J. Altfest & Co reported no remaining National Grid position as of Q3 2023 after selling out during the quarter.
L.J. Altfest & Co sold 3,158 National Grid shares in Q3 2023, an estimated $200K.
L.J. Altfest & Co first reported a position in National Grid in Q2 2023 and held it in 1 quarter.
L.J. Altfest & Co's National Grid position peaked at $200K in Q2 2023.
401 funds tracked by Wall St. Rank held National Grid as of Q3 2023.

Based on L.J. Altfest & Co's 13F filing for Q3 2023, filed 26 Oct 2023.