Almanack Investment Partners’s Public Service Enterprise Group PEG Stock Holding History

Almanack Investment Partners’s Portfolio PEG Stock Details PEG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-4,212	Closed	-$267K	–	868
2022 Q2	$267K	Sell	4,212 -374	-8%	-$25.4K	0.03%	347
2022 Q1	$321K	Sell	4,586 -2	-0%	-$132	0.03%	348
2021 Q4	$306K	Buy	4,588 +200	+5%	+$12.7K	0.02%	367
2021 Q3	$267K	Buy	4,388 +350	+9%	+$21.9K	0.02%	400
2021 Q2	$241K	Sell	4,038 -50	-1%	-$3.09K	0.02%	369
2021 Q1	$246K	Buy	4,088 +50	+1%	+$2.88K	0.03%	355
2020 Q4	$235K	Buy	4,038 +370	+10%	+$21.5K	0.03%	326
2020 Q3	$223K	Buy	+3,668	New	+$194K	0.03%	354

Other funds holding PEG

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Almanack Investment Partners's PEG Position: Q3 2022 in Review

Almanack Investment Partners sold out of Public Service Enterprise Group (PEG) in Q3 2022, closing a stake of 4,212 shares — an estimated $267K sold.

Almanack Investment Partners first reported a position in PEG in Q3 2020 and held it in 8 quarters. The position peaked at $321K in Q1 2022. 906 funds tracked by Wall St. Rank hold PEG as of Q3 2022.

Almanack Investment Partners reported no remaining Public Service Enterprise Group position as of Q3 2022 after selling out during the quarter.
Almanack Investment Partners sold 4,212 Public Service Enterprise Group shares in Q3 2022, an estimated $267K.
Almanack Investment Partners first reported a position in Public Service Enterprise Group in Q3 2020 and held it in 8 quarters.
Almanack Investment Partners's Public Service Enterprise Group position peaked at $321K in Q1 2022.
906 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2022.

Based on Almanack Investment Partners's 13F filing for Q3 2022, filed 15 Nov 2022.