Private Ocean’s National Grid NGG Stock Holding History

Private Ocean’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	-112	Closed	-$7.23K	–	662
2024 Q1	$7.23K	Buy	+112	New	+$7.08K	﹤0.01%	390

Other funds holding NGG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Private Ocean's NGG Position: Q2 2024 in Review

Private Ocean sold out of National Grid (NGG) in Q2 2024, closing a stake of 112 shares — an estimated $7.23K sold.

Private Ocean first reported a position in NGG in Q1 2024 and held it in 1 quarter. The position peaked at $7.23K in Q1 2024. 419 funds tracked by Wall St. Rank hold NGG as of Q2 2024.

Private Ocean reported no remaining National Grid position as of Q2 2024 after selling out during the quarter.
Private Ocean sold 112 National Grid shares in Q2 2024, an estimated $7.23K.
Private Ocean first reported a position in National Grid in Q1 2024 and held it in 1 quarter.
Private Ocean's National Grid position peaked at $7.23K in Q1 2024.
419 funds tracked by Wall St. Rank held National Grid as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.