Sage Mountain Advisors’s National Grid NGG Stock Holding History

Sage Mountain Advisors’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 Q4	–	Sell	-3,180	Closed	-$209K	–	506
2024 Q3	$209K	Buy	+3,180	New	+$195K	0.02%	378

Other funds holding NGG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Sage Mountain Advisors's NGG Position: Q4 2024 in Review

Sage Mountain Advisors sold out of National Grid (NGG) in Q4 2024, closing a stake of 3,180 shares — an estimated $209K sold.

Sage Mountain Advisors first reported a position in NGG in Q3 2024 and held it in 1 quarter. The position peaked at $209K in Q3 2024. 450 funds tracked by Wall St. Rank hold NGG as of Q4 2024.

Sage Mountain Advisors reported no remaining National Grid position as of Q4 2024 after selling out during the quarter.
Sage Mountain Advisors sold 3,180 National Grid shares in Q4 2024, an estimated $209K.
Sage Mountain Advisors first reported a position in National Grid in Q3 2024 and held it in 1 quarter.
Sage Mountain Advisors's National Grid position peaked at $209K in Q3 2024.
450 funds tracked by Wall St. Rank held National Grid as of Q4 2024.

Based on Sage Mountain Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.