McClarren Financial Advisors’s NiSource NI Stock Holding History

McClarren Financial Advisors’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
2023 Q2	–	Sell	-22	Closed	–	–	421
2023 Q1	$0	Hold	22	–	–	﹤0.01%	419
2022 Q4	$0	Hold	22	–	–	﹤0.01%	426
2022 Q3	$0	Buy	+22	New	+$648	﹤0.01%	321

Other funds holding NI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

McClarren Financial Advisors's NI Position: Q2 2023 in Review

McClarren Financial Advisors sold out of NiSource (NI) in Q2 2023, closing a stake of 22 shares.

McClarren Financial Advisors first reported a position in NI in Q3 2022 and held it in 3 quarters. The position peaked at $0 in Q1 2023. 565 funds tracked by Wall St. Rank hold NI as of Q2 2023.

McClarren Financial Advisors reported no remaining NiSource position as of Q2 2023 after selling out during the quarter.
McClarren Financial Advisors sold 22 NiSource shares in Q2 2023.
McClarren Financial Advisors first reported a position in NiSource in Q3 2022 and held it in 3 quarters.
McClarren Financial Advisors's NiSource position peaked at $0 in Q1 2023.
565 funds tracked by Wall St. Rank held NiSource as of Q2 2023.

Based on McClarren Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.