Sumitomo Mitsui Trust Group
AGR

Sumitomo Mitsui Trust Group’s Avangrid, Inc. AGR Stock Holding History

Sumitomo Mitsui Trust Group’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
-20,998
Closed -$752K – 1075
2024
Q3 		$752K Hold
20,998
– – ﹤0.01% 923
2024
Q2 		$746K Hold
20,998
– – ﹤0.01% 926
2024
Q1 		$765K Hold
20,998
– – ﹤0.01% 986
2023
Q4 		$681K Hold
20,998
– – ﹤0.01% 1013
2023
Q3 		$634K Hold
20,998
– – ﹤0.01% 1026
2023
Q2 		$791K Buy
20,998
+4,073
+24% +$160K ﹤0.01% 1021
2023
Q1 		$675K Hold
16,925
– – ﹤0.01% 1039
2022
Q4 		$727K Hold
16,925
– – ﹤0.01% 1059
2022
Q3 		$706K Hold
16,925
– – ﹤0.01% 1072
2022
Q2 		$781K Buy
16,925
+780
+5% +$36.2K ﹤0.01% 1071
2022
Q1 		$755K Hold
16,145
– – ﹤0.01% 1078
2021
Q4 		$805K Buy
16,145
+337
+2% +$17.1K ﹤0.01% 1050
2021
Q3 		$768K Hold
15,808
– – ﹤0.01% 1059
2021
Q2 		$813K Hold
15,808
– – ﹤0.01% 1067
2021
Q1 		$787K Buy
+15,808
New +$741K ﹤0.01% 1038

Other funds holding AGR

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

Sumitomo Mitsui Trust Group's AGR Position: Q4 2024 in Review

Sumitomo Mitsui Trust Group sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 20,998 shares — an estimated $752K sold.

Sumitomo Mitsui Trust Group first reported a position in AGR in Q1 2021 and held it in 15 quarters. The position peaked at $813K in Q2 2021. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

  • Sumitomo Mitsui Trust Group reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 20,998 Avangrid, Inc. shares in Q4 2024, an estimated $752K.
  • Sumitomo Mitsui Trust Group first reported a position in Avangrid, Inc. in Q1 2021 and held it in 15 quarters.
  • Sumitomo Mitsui Trust Group's Avangrid, Inc. position peaked at $813K in Q2 2021.
  • 2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q4 2024, filed 28 Jan 2025.