Nfj Investment Group, LLC Portfolio Holdings
Nfj Investment Group, LLC
- $3.06 Billion
- Q4 2024
Nfj Investment Group, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.06 Billion distributed in 497 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Bank Of America Corp with a value of $83.7M, Nextera Energy Inc with a value of $83.5M, Alexandria Real Estate Equities, Inc. with a value of $82.4M, Rexford Industrial Realty, Inc. with a value of $76.3M, and Intuit Inc with a value of $72.2M.
Examining the 13F form we can see an decrease of $318M in the current position value, from $3.38B to 3.06B.
Nfj Investment Group, LLC is based out at Dallas, TX
Below you can find more details about Nfj Investment Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|---|---|---|---|---|
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
Summary
- Portfolio
- No. of Stocks 497
- Current Value $3.06 Billion
- Prior Value $3.38 Billion
- Filing
- Period Q4 2024
- Filing Date February 13, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 14 stocks
- Additional Purchases 30 stocks
- Sold out of 0 stocks
- Reduced holdings in 221 stocks