SpiderRock Advisors’s National Grid NGG Stock Holding History

SpiderRock 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 Q2	–	Sell	-14,795	Closed	-$937K	–	792
2024 Q1	$937K	Buy	+14,795	New	+$936K	0.02%	399

Other funds holding NGG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SpiderRock Advisors's NGG Position: Q2 2024 in Review

SpiderRock Advisors sold out of National Grid (NGG) in Q2 2024, closing a stake of 14,795 shares — an estimated $937K sold.

SpiderRock Advisors first reported a position in NGG in Q1 2024 and held it in 1 quarter. The position peaked at $937K in Q1 2024. 420 funds tracked by Wall St. Rank hold NGG as of Q2 2024.

SpiderRock Advisors reported no remaining National Grid position as of Q2 2024 after selling out during the quarter.
SpiderRock Advisors sold 14,795 National Grid shares in Q2 2024, an estimated $937K.
SpiderRock Advisors first reported a position in National Grid in Q1 2024 and held it in 1 quarter.
SpiderRock Advisors's National Grid position peaked at $937K in Q1 2024.
420 funds tracked by Wall St. Rank held National Grid as of Q2 2024.

Based on SpiderRock Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.