Lee Ainslie’s NiSource NI Stock Holding History

Lee Ainslie’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
2024 Q2	–	Sell	-12,017	Closed	-$332K	–	406
2024 Q1	$332K	Buy	+12,017	New	+$316K	0.01%	324

Other funds holding NI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lee Ainslie's NI Position: Q2 2024 in Review

Lee Ainslie sold out of NiSource (NI) in Q2 2024, closing a stake of 12,017 shares — an estimated $332K sold.

Lee Ainslie first reported a position in NI in Q1 2024 and held it in 1 quarter. The position peaked at $332K in Q1 2024. 637 funds tracked by Wall St. Rank hold NI as of Q2 2024.

Lee Ainslie reported no remaining NiSource position as of Q2 2024 after selling out during the quarter.
Lee Ainslie sold 12,017 NiSource shares in Q2 2024, an estimated $332K.
Lee Ainslie first reported a position in NiSource in Q1 2024 and held it in 1 quarter.
Lee Ainslie's NiSource position peaked at $332K in Q1 2024.
637 funds tracked by Wall St. Rank held NiSource as of Q2 2024.

Based on Maverick Capital's 13F filing for Q2 2024, filed 14 Aug 2024.