Sugarloaf Wealth Management’s National Grid NGG Stock Holding History

Sugarloaf Wealth 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
2023 Q4	–	Sell	-248	Closed	-$14.2K	–	697
2023 Q3	$14.2K	Hold	248	–	–	﹤0.01%	426
2023 Q2	$15.8K	Hold	248	–	–	﹤0.01%	419
2023 Q1	$15.9K	Hold	248	–	–	﹤0.01%	420
2022 Q4	$14.1K	Sell	248 -5	-2%	-$267	﹤0.01%	451
2022 Q3	$13K	Hold	253	–	–	﹤0.01%	485
2022 Q2	$15K	Sell	253 -7	-3%	-$463	﹤0.01%	460
2022 Q1	$18K	Hold	260	–	–	﹤0.01%	424
2021 Q4	$17K	Sell	260 -5	-2%	-$293	﹤0.01%	448
2021 Q3	$14K	Hold	265	–	–	﹤0.01%	486
2021 Q2	$15K	Hold	265	–	–	﹤0.01%	460
2021 Q1	$14K	Hold	265	–	–	﹤0.01%	469
2020 Q4	$14K	Hold	265	–	–	﹤0.01%	446
2020 Q3	$14K	Hold	265	–	–	0.01%	414
2020 Q2	$14K	Hold	265	–	–	0.01%	406
2020 Q1	$14K	Hold	265	–	–	0.01%	389
2019 Q4	$15K	Buy	+265	New	+$13.6K	0.01%	413

Other funds holding NGG

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJA

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

Sugarloaf Wealth Management's NGG Position: Q4 2023 in Review

Sugarloaf Wealth Management sold out of National Grid (NGG) in Q4 2023, closing a stake of 248 shares — an estimated $14.2K sold.

Sugarloaf Wealth Management first reported a position in NGG in Q4 2019 and held it in 16 quarters. The position peaked at $18K in Q1 2022. 428 funds tracked by Wall St. Rank hold NGG as of Q4 2023.

Sugarloaf Wealth Management reported no remaining National Grid position as of Q4 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 248 National Grid shares in Q4 2023, an estimated $14.2K.
Sugarloaf Wealth Management first reported a position in National Grid in Q4 2019 and held it in 16 quarters.
Sugarloaf Wealth Management's National Grid position peaked at $18K in Q1 2022.
428 funds tracked by Wall St. Rank held National Grid as of Q4 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.