Moisand Fitzgerald Tamayo’s NiSource NI Stock Holding History

Moisand Fitzgerald Tamayo’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 Q4	–	Sell	-39	Closed	-$963	–	762
2023 Q3	$963	Sell	39 -30	-43%	-$811	﹤0.01%	665
2023 Q2	$1.89K	Hold	69	–	–	﹤0.01%	556
2023 Q1	$1.93K	Hold	69	–	–	﹤0.01%	567
2022 Q4	$1.89K	Buy	69 +39	+130%	+$1.02K	﹤0.01%	566
2022 Q3	$1K	Buy	+30	New	+$884	﹤0.01%	625
2022 Q1	–	Sell	-200	Closed	-$6K	–	600
2021 Q4	$6K	Hold	200	–	–	﹤0.01%	288
2021 Q3	$5K	Hold	200	–	–	﹤0.01%	293
2021 Q2	$5K	Hold	200	–	–	﹤0.01%	316
2021 Q1	$5K	Buy	+200	New	+$4.51K	﹤0.01%	264

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

ECM

ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Moisand Fitzgerald Tamayo's NI Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of NiSource (NI) in Q4 2023, closing a stake of 39 shares — an estimated $963 sold.

Moisand Fitzgerald Tamayo first reported a position in NI in Q1 2021 and held it in 9 quarters. The position peaked at $6K in Q4 2021. 610 funds tracked by Wall St. Rank hold NI as of Q4 2023.

Moisand Fitzgerald Tamayo reported no remaining NiSource position as of Q4 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 39 NiSource shares in Q4 2023, an estimated $963.
Moisand Fitzgerald Tamayo first reported a position in NiSource in Q1 2021 and held it in 9 quarters.
Moisand Fitzgerald Tamayo's NiSource position peaked at $6K in Q4 2021.
610 funds tracked by Wall St. Rank held NiSource as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.