Sonora Investment Management’s National Grid NGG Stock Holding History

Sonora Investment 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 Q2	–	Sell	-88	Closed	-$5K	–	1040
2021 Q1	$5K	Sell	88 -26	-23%	-$1.36K	﹤0.01%	1522
2020 Q4	$6K	Buy	114 +26	+30%	+$1.38K	﹤0.01%	1399
2020 Q3	$5K	Buy	+88	New	+$4.42K	﹤0.01%	1471
2019 Q4	–	Sell	-2	Closed	–	–	1708
2019 Q3	$0	Buy	+2	New	+$92	﹤0.01%	1787
2019 Q2	–	Sell	-414	Closed	-$20K	–	1712
2019 Q1	$20K	Buy	+414	New	+$20K	﹤0.01%	792
2018 Q3	–	Sell	-90	Closed	-$4K	–	1243
2018 Q2	$4K	Buy	+90	New	+$4.54K	﹤0.01%	993

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

EIC

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sonora Investment Management's NGG Position: Q2 2021 in Review

Sonora Investment Management sold out of National Grid (NGG) in Q2 2021, closing a stake of 88 shares — an estimated $5K sold.

Sonora Investment Management first reported a position in NGG in Q2 2018 and held it in 6 quarters. The position peaked at $20K in Q1 2019. 346 funds tracked by Wall St. Rank hold NGG as of Q2 2021.

Sonora Investment Management reported no remaining National Grid position as of Q2 2021 after selling out during the quarter.
Sonora Investment Management sold 88 National Grid shares in Q2 2021, an estimated $5K.
Sonora Investment Management first reported a position in National Grid in Q2 2018 and held it in 6 quarters.
Sonora Investment Management's National Grid position peaked at $20K in Q1 2019.
346 funds tracked by Wall St. Rank held National Grid as of Q2 2021.

Based on Sonora Investment Management's 13F filing for Q2 2021, filed 20 Oct 2021.