Nancy B. Gardiner’s Portland General Electric POR Stock Holding History

Nancy B. Gardiner’s Portfolio POR Stock Details POR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-4,500	Closed	-$216K	–	65
2020 Q1	$216K	Hold	4,500	–	–	0.44%	61
2019 Q4	$251K	Hold	4,500	–	–	0.4%	66
2019 Q3	$254K	Hold	4,500	–	–	0.43%	64
2019 Q2	$244K	Hold	4,500	–	–	0.4%	65
2019 Q1	$233K	Hold	4,500	–	–	0.4%	69
2018 Q4	$206K	Hold	4,500	–	–	0.42%	65
2018 Q3	$205K	Buy	+4,500	New	+$205K	0.36%	69
2018 Q1	–	Sell	-5,000	Closed	-$228K	–	47
2017 Q4	$228K	Hold	5,000	–	–	0.64%	44
2017 Q3	$228K	Hold	5,000	–	–	0.42%	51
2017 Q2	$228K	Sell	5,000 -1,000	-17%	-$46.1K	0.46%	50
2017 Q1	$267K	Hold	6,000	–	–	0.62%	46
2016 Q4	$260K	Sell	6,000 -400	-6%	-$16.9K	0.66%	46
2016 Q3	$273K	Hold	6,400	–	–	0.7%	45
2016 Q2	$283K	Hold	6,400	–	–	0.91%	44
2016 Q1	$253K	Sell	6,400 -600	-9%	-$23K	1.09%	39
2015 Q4	$255K	Buy	+7,000	New	+$258K	1.24%	36

Other funds holding POR

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Nancy B. Gardiner's POR Position: Q2 2020 in Review

Nancy B. Gardiner sold out of Portland General Electric (POR) in Q2 2020, closing a stake of 4,500 shares — an estimated $216K sold.

Nancy B. Gardiner first reported a position in POR in Q4 2015 and held it in 16 quarters. The position peaked at $283K in Q2 2016. 322 funds tracked by Wall St. Rank hold POR as of Q2 2020.

Nancy B. Gardiner reported no remaining Portland General Electric position as of Q2 2020 after selling out during the quarter.
Nancy B. Gardiner sold 4,500 Portland General Electric shares in Q2 2020, an estimated $216K.
Nancy B. Gardiner first reported a position in Portland General Electric in Q4 2015 and held it in 16 quarters.
Nancy B. Gardiner's Portland General Electric position peaked at $283K in Q2 2016.
322 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2020.

Based on Nancy B. Gardiner's 13F filing for Q2 2020, filed 28 Jul 2020.