ZIM
AGR

Zacks Investment Management’s Avangrid, Inc. AGR Stock Holding History

Zacks Investment Management’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
2023
Q1 		– Sell
-79,083
Closed -$3.4M – 711
2022
Q4 		$3.4M Sell
79,083
-978
-1% -$40.5K 0.05% 226
2022
Q3 		$3.34M Buy
+80,061
New +$3.84M 0.05% 211
2016
Q4 		– Sell
-5,441
Closed -$227K – 755
2016
Q3 		$227K Buy
+5,441
New +$238K 0.01% 561

Other funds holding AGR

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
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Zacks Investment Management's AGR Position: Q1 2023 in Review

Zacks Investment Management sold out of Avangrid, Inc. (AGR) in Q1 2023, closing a stake of 79,083 shares — an estimated $3.4M sold.

Zacks Investment Management first reported a position in AGR in Q3 2016 and held it in 3 quarters. The position peaked at $3.4M in Q4 2022. 295 funds tracked by Wall St. Rank hold AGR as of Q1 2023.

  • Zacks Investment Management reported no remaining Avangrid, Inc. position as of Q1 2023 after selling out during the quarter.
  • Zacks Investment Management sold 79,083 Avangrid, Inc. shares in Q1 2023, an estimated $3.4M.
  • Zacks Investment Management first reported a position in Avangrid, Inc. in Q3 2016 and held it in 3 quarters.
  • Zacks Investment Management's Avangrid, Inc. position peaked at $3.4M in Q4 2022.
  • 295 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q1 2023.

Based on Zacks Investment Management's 13F filing for Q1 2023, filed 15 May 2023.