MFT
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $10.1B AUM 30.13% 1-Year Est. Return