LTI
NIMC

Laffer Tengler Investments’s NiSource Inc. Series A Corporate Units NIMC Stock Holding History

Laffer Tengler Investments’s Portfolio NIMC Stock Details NIMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-32,296
Closed -$3.15M – 434
2023
Q3 		$3.15M Sell
32,296
-1,339
-4% -$135K 0.93% 42
2023
Q2 		$3.41M Sell
33,635
-1,455
-4% -$150K 0.9% 39
2023
Q1 		$3.66M Sell
35,090
-375
-1% -$38.9K 0.99% 29
2022
Q4 		$3.69M Buy
35,465
+7,090
+25% +$728K 1.06% 25
2022
Q3 		$2.84M Sell
28,375
-1,075
-4% -$122K 1.04% 30
2022
Q2 		$3.33M Sell
29,450
-45
-0.2% -$5.2K 1.17% 13
2022
Q1 		$3.53M Buy
29,495
+100
+0.3% +$11.3K 1.06% 19
2021
Q4 		$3.29M Sell
29,395
-250
-0.8% -$26.9K 0.95% 29
2021
Q3 		$3.05M Buy
+29,645
New +$3.12M 0.88% 34

Laffer Tengler Investments's NIMC Position: Q4 2023 in Review

Laffer Tengler Investments sold out of NiSource Inc. Series A Corporate Units (NIMC) in Q4 2023, closing a stake of 32,296 shares — an estimated $3.15M sold.

Laffer Tengler Investments first reported a position in NIMC in Q3 2021 and held it in 9 quarters. The position peaked at $3.69M in Q4 2022. 0 funds tracked by Wall St. Rank hold NIMC as of Q4 2023.

  • Laffer Tengler Investments reported no remaining NiSource Inc. Series A Corporate Units position as of Q4 2023 after selling out during the quarter.
  • Laffer Tengler Investments sold 32,296 NiSource Inc. Series A Corporate Units shares in Q4 2023, an estimated $3.15M.
  • Laffer Tengler Investments first reported a position in NiSource Inc. Series A Corporate Units in Q3 2021 and held it in 9 quarters.
  • Laffer Tengler Investments's NiSource Inc. Series A Corporate Units position peaked at $3.69M in Q4 2022.
  • 0 funds tracked by Wall St. Rank held NiSource Inc. Series A Corporate Units as of Q4 2023.

Based on Laffer Tengler Investments's 13F filing for Q4 2023, filed 8 Feb 2024.