Loring Wolcott & Coolidge Fiduciary Advisors’s National Grid NGG Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2022 Q2	–	Sell	-448	Closed	-$31K	–	667
2022 Q1	$31K	Buy	+448	New	+$29.7K	﹤0.01%	483
2017 Q3	–	Sell	-75	Closed	-$4K	–	869
2017 Q2	$4K	Buy	+75	New	+$4.58K	﹤0.01%	598
2014 Q2	–	Sell	-49	Closed	-$3K	–	630
2014 Q1	$3K	Hold	49	–	–	﹤0.01%	600
2013 Q4	$3K	Buy	+49	New	+$2.94K	﹤0.01%	574

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's NGG Position: Q2 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of National Grid (NGG) in Q2 2022, closing a stake of 448 shares — an estimated $31K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in NGG in Q4 2013 and held it in 4 quarters. The position peaked at $31K in Q1 2022. 385 funds tracked by Wall St. Rank hold NGG as of Q2 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining National Grid position as of Q2 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 448 National Grid shares in Q2 2022, an estimated $31K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in National Grid in Q4 2013 and held it in 4 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's National Grid position peaked at $31K in Q1 2022.
385 funds tracked by Wall St. Rank held National Grid as of Q2 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.