Shulman DeMeo Asset Management’s National Grid NGG Stock Holding History

Shulman DeMeo Asset Management’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
2021 Q1	–	Sell	-8,788	Closed	-$459K	–	144
2020 Q4	$459K	Sell	8,788 -154	-2%	-$8.17K	0.13%	76
2020 Q3	$457K	Sell	8,942 -54	-0.6%	-$2.71K	0.15%	65
2020 Q2	$483K	Sell	8,996 -37	-0.4%	-$1.88K	0.19%	55
2020 Q1	$465K	Sell	9,033 -479	-5%	-$26.5K	0.22%	49
2019 Q4	$527K	Sell	9,512 -176	-2%	-$9.04K	0.18%	62
2019 Q3	$464K	Buy	+9,688	New	+$448K	0.16%	67

Other funds holding NGG

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Shulman DeMeo Asset Management's NGG Position: Q1 2021 in Review

Shulman DeMeo Asset Management sold out of National Grid (NGG) in Q1 2021, closing a stake of 8,788 shares — an estimated $459K sold.

Shulman DeMeo Asset Management first reported a position in NGG in Q3 2019 and held it in 6 quarters. The position peaked at $527K in Q4 2019. 351 funds tracked by Wall St. Rank hold NGG as of Q1 2021.

Shulman DeMeo Asset Management reported no remaining National Grid position as of Q1 2021 after selling out during the quarter.
Shulman DeMeo Asset Management sold 8,788 National Grid shares in Q1 2021, an estimated $459K.
Shulman DeMeo Asset Management first reported a position in National Grid in Q3 2019 and held it in 6 quarters.
Shulman DeMeo Asset Management's National Grid position peaked at $527K in Q4 2019.
351 funds tracked by Wall St. Rank held National Grid as of Q1 2021.

Based on Shulman DeMeo Asset Management's 13F filing for Q1 2021, filed 26 Apr 2021.