The Family Firm’s National Grid NGG Stock Holding History

The Family Firm’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 Q3	–	Sell	-14	Closed	-$716	–	618
2024 Q2	$716	Buy	+14	New	+$844	﹤0.01%	846

Other funds holding NGG

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

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

The Family Firm's NGG Position: Q3 2024 in Review

The Family Firm sold out of National Grid (NGG) in Q3 2024, closing a stake of 14 shares — an estimated $716 sold.

The Family Firm first reported a position in NGG in Q2 2024 and held it in 1 quarter. The position peaked at $716 in Q2 2024. 469 funds tracked by Wall St. Rank hold NGG as of Q3 2024.

The Family Firm reported no remaining National Grid position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 14 National Grid shares in Q3 2024, an estimated $716.
The Family Firm first reported a position in National Grid in Q2 2024 and held it in 1 quarter.
The Family Firm's National Grid position peaked at $716 in Q2 2024.
469 funds tracked by Wall St. Rank held National Grid as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.