OLVIG
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Oliver Lagore Vanvalin Investment Group’s National Grid NGG Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2024
Q2 		– Sell
-55
Closed -$3.55K – 788
2024
Q1 		$3.55K Buy
+55
New +$3.48K ﹤0.01% 556

Other funds holding NGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CC
Covalis Capital London, United Kingdom $1.77B AUM 26.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's NGG Position: Q2 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of National Grid (NGG) in Q2 2024, closing a stake of 55 shares — an estimated $3.55K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in NGG in Q1 2024 and held it in 1 quarter. The position peaked at $3.55K in Q1 2024. 420 funds tracked by Wall St. Rank hold NGG as of Q2 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining National Grid position as of Q2 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 55 National Grid shares in Q2 2024, an estimated $3.55K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in National Grid in Q1 2024 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's National Grid position peaked at $3.55K in Q1 2024.
  • 420 funds tracked by Wall St. Rank held National Grid as of Q2 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2024, filed 15 Aug 2024.