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Tilt Investment Management Holdings’s NiSource NI Stock Holding History

Tilt Investment Management Holdings’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-35,560
Closed -$878K – 139
2023
Q3 		$878K Buy
35,560
+9,966
+39% +$269K 0.63% 48
2023
Q2 		$700K Hold
25,594
– – 0.46% 62
2023
Q1 		$692K Buy
25,594
+275
+1% +$7.52K 0.51% 60
2022
Q4 		$694K Buy
+25,319
New +$665K 0.59% 49

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return

Tilt Investment Management Holdings's NI Position: Q4 2023 in Review

Tilt Investment Management Holdings sold out of NiSource (NI) in Q4 2023, closing a stake of 35,560 shares — an estimated $878K sold.

Tilt Investment Management Holdings first reported a position in NI in Q4 2022 and held it in 4 quarters. The position peaked at $878K in Q3 2023. 610 funds tracked by Wall St. Rank hold NI as of Q4 2023.

  • Tilt Investment Management Holdings reported no remaining NiSource position as of Q4 2023 after selling out during the quarter.
  • Tilt Investment Management Holdings sold 35,560 NiSource shares in Q4 2023, an estimated $878K.
  • Tilt Investment Management Holdings first reported a position in NiSource in Q4 2022 and held it in 4 quarters.
  • Tilt Investment Management Holdings's NiSource position peaked at $878K in Q3 2023.
  • 610 funds tracked by Wall St. Rank held NiSource as of Q4 2023.

Based on Tilt Investment Management Holdings's 13F filing for Q4 2023, filed 31 Jan 2024.