Safeguard Financial’s National Fuel Gas NFG Stock Holding History

Safeguard Financial’s Portfolio NFG Stock Details NFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,190	Closed	-$112K	–	385
2023 Q2	$112K	Buy	+2,190	New	+$116K	0.05%	93

Other funds holding NFG

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Safeguard Financial's NFG Position: Q3 2023 in Review

Safeguard Financial sold out of National Fuel Gas (NFG) in Q3 2023, closing a stake of 2,190 shares — an estimated $112K sold.

Safeguard Financial first reported a position in NFG in Q2 2023 and held it in 1 quarter. The position peaked at $112K in Q2 2023. 432 funds tracked by Wall St. Rank hold NFG as of Q3 2023.

Safeguard Financial reported no remaining National Fuel Gas position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 2,190 National Fuel Gas shares in Q3 2023, an estimated $112K.
Safeguard Financial first reported a position in National Fuel Gas in Q2 2023 and held it in 1 quarter.
Safeguard Financial's National Fuel Gas position peaked at $112K in Q2 2023.
432 funds tracked by Wall St. Rank held National Fuel Gas as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.