Aigen Investment Management’s Provident Financial Services PFS Stock Holding History

Aigen Investment Management’s Portfolio PFS Stock Details PFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-20,616	Closed	-$383K	–	940
2024 Q3	$383K	Buy	20,616 +1,257	+6%	+$22.2K	0.08%	390
2024 Q2	$278K	Buy	+19,359	New	+$281K	0.05%	504
2022 Q3	–	Sell	-9,922	Closed	-$221K	–	718
2022 Q2	$221K	Buy	9,922 +712	+8%	+$15.9K	0.04%	439
2022 Q1	$216K	Buy	+9,210	New	+$222K	0.04%	455
2021 Q2	–	Sell	-12,033	Closed	-$268K	–	675
2021 Q1	$268K	Sell	12,033 -18,269	-60%	-$374K	0.04%	452
2020 Q4	$544K	Sell	30,302 -649	-2%	-$9.89K	0.07%	366
2020 Q3	$378K	Sell	30,951 -25,399	-45%	-$342K	0.05%	471
2020 Q2	$814K	Buy	56,350 +50,338	+837%	+$673K	0.1%	313
2020 Q1	$77K	Buy	+6,012	New	+$122K	0.01%	915

Other funds holding PFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Aigen Investment Management's PFS Position: Q4 2024 in Review

Aigen Investment Management sold out of Provident Financial Services (PFS) in Q4 2024, closing a stake of 20,616 shares — an estimated $383K sold.

Aigen Investment Management first reported a position in PFS in Q1 2020 and held it in 9 quarters. The position peaked at $814K in Q2 2020. 256 funds tracked by Wall St. Rank hold PFS as of Q4 2024.

Aigen Investment Management reported no remaining Provident Financial Services position as of Q4 2024 after selling out during the quarter.
Aigen Investment Management sold 20,616 Provident Financial Services shares in Q4 2024, an estimated $383K.
Aigen Investment Management first reported a position in Provident Financial Services in Q1 2020 and held it in 9 quarters.
Aigen Investment Management's Provident Financial Services position peaked at $814K in Q2 2020.
256 funds tracked by Wall St. Rank held Provident Financial Services as of Q4 2024.

Based on Aigen Investment Management's 13F filing for Q4 2024, filed 6 Feb 2025.