Pallas Capital Advisors’s NiSource NI Stock Holding History

Pallas Capital Advisors’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	-10,256	Closed	-$258K	–	383
2023 Q3	$258K	Buy	+10,256	New	+$277K	0.02%	303

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

Pallas Capital Advisors's NI Position: Q4 2023 in Review

Pallas Capital Advisors sold out of NiSource (NI) in Q4 2023, closing a stake of 10,256 shares — an estimated $258K sold.

Pallas Capital Advisors first reported a position in NI in Q3 2023 and held it in 1 quarter. The position peaked at $258K in Q3 2023. 610 funds tracked by Wall St. Rank hold NI as of Q4 2023.

Pallas Capital Advisors reported no remaining NiSource position as of Q4 2023 after selling out during the quarter.
Pallas Capital Advisors sold 10,256 NiSource shares in Q4 2023, an estimated $258K.
Pallas Capital Advisors first reported a position in NiSource in Q3 2023 and held it in 1 quarter.
Pallas Capital Advisors's NiSource position peaked at $258K in Q3 2023.
610 funds tracked by Wall St. Rank held NiSource as of Q4 2023.

Based on Pallas Capital Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.