Truepoint Inc’s NiSource NI Stock Holding History

Truepoint Inc’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
2024 Q1	–	Sell	-10,730	Closed	-$285K	–	203
2023 Q4	$285K	Buy	10,730 +960	+10%	+$24.7K	0.01%	180
2023 Q3	$241K	Buy	+9,770	New	+$264K	0.01%	173

Other funds holding NI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Truepoint Inc's NI Position: Q1 2024 in Review

Truepoint Inc sold out of NiSource (NI) in Q1 2024, closing a stake of 10,730 shares — an estimated $285K sold.

Truepoint Inc first reported a position in NI in Q3 2023 and held it in 2 quarters. The position peaked at $285K in Q4 2023. 635 funds tracked by Wall St. Rank hold NI as of Q1 2024.

Truepoint Inc reported no remaining NiSource position as of Q1 2024 after selling out during the quarter.
Truepoint Inc sold 10,730 NiSource shares in Q1 2024, an estimated $285K.
Truepoint Inc first reported a position in NiSource in Q3 2023 and held it in 2 quarters.
Truepoint Inc's NiSource position peaked at $285K in Q4 2023.
635 funds tracked by Wall St. Rank held NiSource as of Q1 2024.

Based on Truepoint Inc's 13F filing for Q1 2024, filed 9 May 2024.