SJS Investment Consulting’s Avangrid, Inc. AGR Stock Holding History

SJS Investment Consulting’s Portfolio AGR Stock Details AGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7	Closed	-$251	–	1715
2024 Q3	$251	Hold	7	–	–	﹤0.01%	1475
2024 Q2	$249	Sell	7 -1	-13%	-$36	﹤0.01%	1469
2024 Q1	$292	Sell	8 -1	-11%	-$33	﹤0.01%	1421
2023 Q4	$292	Buy	9 +2	+29%	+$62	﹤0.01%	1383
2023 Q3	$212	Buy	7 +2	+40%	+$71	﹤0.01%	1442
2023 Q2	$189	Sell	5 -3	-38%	-$118	﹤0.01%	1417
2023 Q1	$320	Sell	8 -1	-11%	-$41	﹤0.01%	1271
2022 Q4	$387	Buy	9 +4	+80%	+$166	﹤0.01%	1292
2022 Q3	$0	Buy	+5	New	+$240	﹤0.01%	1638
2022 Q1	$0	Buy	+1	New	+$46	﹤0.01%	1433

Other funds holding AGR

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

SJS Investment Consulting's AGR Position: Q4 2024 in Review

SJS Investment Consulting sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 7 shares — an estimated $251 sold.

SJS Investment Consulting first reported a position in AGR in Q1 2022 and held it in 10 quarters. The position peaked at $387 in Q4 2022. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

SJS Investment Consulting reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
SJS Investment Consulting sold 7 Avangrid, Inc. shares in Q4 2024, an estimated $251.
SJS Investment Consulting first reported a position in Avangrid, Inc. in Q1 2022 and held it in 10 quarters.
SJS Investment Consulting's Avangrid, Inc. position peaked at $387 in Q4 2022.
2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on SJS Investment Consulting's 13F filing for Q4 2024, filed 21 Jan 2025.