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Sargent Bickham Lagudis’s Portland General Electric POR Stock Holding History

Sargent Bickham Lagudis’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-85
Closed -$4K – 1095
2022
Q2 		$4K Buy
+85
New +$4.23K ﹤0.01% 832
2017
Q1 		– Sell
-230
Closed -$10K – 777
2016
Q4 		$10K Hold
230
– – ﹤0.01% 560
2016
Q3 		$10 Hold
230
– – ﹤0.01% 580
2016
Q2 		$10K Hold
230
– – ﹤0.01% 551
2016
Q1 		$9K Buy
+230
New +$8.81K ﹤0.01% 582

Other funds holding POR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return