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Surevest’s National Grid NGG Stock Holding History

Surevest’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
2022
Q3 		$21K Hold
437
– – 0.01% 240
2022
Q2 		$26K Sell
437
-13
-3% -$860 0.01% 242
2022
Q1 		$31K Hold
450
– – 0.01% 209
2021
Q4 		$29K Buy
+450
New +$26.4K 0.01% 216

Other funds holding NGG

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Surevest's NGG Position: Q3 2022 in Review

Surevest held its National Grid (NGG) position steady in Q3 2022 at 437 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #240.

Surevest first reported a position in NGG in Q4 2021 and has held it in 4 quarters since. The position peaked at $31K in Q1 2022. 356 funds tracked by Wall St. Rank hold NGG as of Q3 2022.

  • Surevest held 437 shares of National Grid worth $21K as of Q3 2022.
  • Surevest left its National Grid share count unchanged in Q3 2022.
  • National Grid made up 0.01% of Surevest's portfolio in Q3 2022, its #240 holding.
  • Surevest first reported a position in National Grid in Q4 2021 and has held it in 4 quarters since.
  • Surevest's National Grid position peaked at $31K in Q1 2022.
  • 356 funds tracked by Wall St. Rank held National Grid as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.