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Oliver Lagore Vanvalin Investment Group’s Portland General Electric POR Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2022
Q4 		– Sell
-13
Closed -$1K – 745
2022
Q3 		$1K Hold
13
– – ﹤0.01% 604
2022
Q2 		$1K Buy
+13
New +$647 ﹤0.01% 580

Other funds holding POR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's POR Position: Q4 2022 in Review

Oliver Lagore Vanvalin Investment Group sold out of Portland General Electric (POR) in Q4 2022, closing a stake of 13 shares — an estimated $1K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in POR in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 389 funds tracked by Wall St. Rank hold POR as of Q4 2022.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Portland General Electric position as of Q4 2022 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 13 Portland General Electric shares in Q4 2022, an estimated $1K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Portland General Electric in Q2 2022 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's Portland General Electric position peaked at $1K in Q3 2022.
  • 389 funds tracked by Wall St. Rank held Portland General Electric as of Q4 2022.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2022, filed 2 Mar 2023.