Ranch Capital Advisors’s NiSource NI Stock Holding History

Ranch 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
2021 Q4	–	Sell	-1,000	Closed	-$24K	–	414
2021 Q3	$24K	Hold	1,000	–	–	0.02%	355
2021 Q2	$24K	Buy	+1,000	New	+$25.4K	0.01%	448

Other funds holding NI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Ranch Capital Advisors's NI Position: Q4 2021 in Review

Ranch Capital Advisors sold out of NiSource (NI) in Q4 2021, closing a stake of 1,000 shares — an estimated $24K sold.

Ranch Capital Advisors first reported a position in NI in Q2 2021 and held it in 2 quarters. The position peaked at $24K in Q3 2021. 516 funds tracked by Wall St. Rank hold NI as of Q4 2021.

Ranch Capital Advisors reported no remaining NiSource position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 1,000 NiSource shares in Q4 2021, an estimated $24K.
Ranch Capital Advisors first reported a position in NiSource in Q2 2021 and held it in 2 quarters.
Ranch Capital Advisors's NiSource position peaked at $24K in Q3 2021.
516 funds tracked by Wall St. Rank held NiSource as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.