Cavalier Investments’s PepsiCo PEP Stock Holding History

Cavalier Investments’s Portfolio PEP Stock Details PEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-9,588	Closed	-$1.27M	–	74
2020 Q2	$1.27M	Buy	+9,588	New	+$1.26M	0.73%	42

Other funds holding PEP

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cavalier Investments's PEP Position: Q3 2020 in Review

Cavalier Investments sold out of PepsiCo (PEP) in Q3 2020, closing a stake of 9,588 shares — an estimated $1.27M sold.

Cavalier Investments first reported a position in PEP in Q2 2020 and held it in 1 quarter. The position peaked at $1.27M in Q2 2020. 2,520 funds tracked by Wall St. Rank hold PEP as of Q3 2020.

Cavalier Investments reported no remaining PepsiCo position as of Q3 2020 after selling out during the quarter.
Cavalier Investments sold 9,588 PepsiCo shares in Q3 2020, an estimated $1.27M.
Cavalier Investments first reported a position in PepsiCo in Q2 2020 and held it in 1 quarter.
Cavalier Investments's PepsiCo position peaked at $1.27M in Q2 2020.
2,520 funds tracked by Wall St. Rank held PepsiCo as of Q3 2020.

Based on Cavalier Investments's 13F filing for Q3 2020, filed 12 Nov 2020.