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Chesley Taft & Associates’s Perma-Fix Environmental Services PESI Stock Holding History

Chesley Taft & Associates’s Portfolio PESI Stock Details PESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-30,000
Closed -$368K – 335
2024
Q3 		$368K Buy
+30,000
New +$321K 0.02% 276
2023
Q3 		– Sell
-22,500
Closed -$247K – 298
2023
Q2 		$247K Sell
22,500
-1,525
-6% -$15.9K 0.02% 275
2023
Q1 		$283K Hold
24,025
– – 0.02% 265
2022
Q4 		$84.8K Sell
24,025
-22,500
-48% -$86.5K 0.01% 283
2022
Q3 		$208K Hold
46,525
– – 0.02% 276
2022
Q2 		$241K Hold
46,525
– – 0.02% 274
2022
Q1 		$256K Sell
46,525
-350
-0.7% -$2.05K 0.02% 276
2021
Q4 		$297K Hold
46,875
– – 0.02% 267
2021
Q3 		$312K Hold
46,875
– – 0.02% 269
2021
Q2 		$335K Hold
46,875
– – 0.02% 259
2021
Q1 		$352K Hold
46,875
– – 0.02% 254
2020
Q4 		$280K Sell
46,875
-24,375
-34% -$160K 0.02% 260
2020
Q3 		$502K Hold
71,250
– – 0.04% 197
2020
Q2 		$455K Hold
71,250
– – 0.03% 197
2020
Q1 		$371K Buy
71,250
+11,750
+20% +$83.2K 0.03% 198
2019
Q4 		$541K Buy
59,500
+20,000
+51% +$126K 0.04% 203
2019
Q3 		$179K Buy
39,500
+25,000
+172% +$97.5K 0.01% 263
2019
Q2 		$57K Hold
14,500
– – ﹤0.01% 249
2019
Q1 		$51K Buy
+14,500
New +$48.2K ﹤0.01% 252
2018
Q4 		– Sell
-10,000
Closed -$42K – 272
2018
Q3 		$42K Hold
10,000
– – ﹤0.01% 277
2018
Q2 		$45K Buy
+10,000
New +$45.4K ﹤0.01% 269

Other funds holding PESI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Chesley Taft & Associates's PESI Position: Q4 2024 in Review

Chesley Taft & Associates sold out of Perma-Fix Environmental Services (PESI) in Q4 2024, closing a stake of 30,000 shares — an estimated $368K sold.

Chesley Taft & Associates first reported a position in PESI in Q2 2018 and held it in 21 quarters. The position peaked at $541K in Q4 2019. 73 funds tracked by Wall St. Rank hold PESI as of Q4 2024.

  • Chesley Taft & Associates reported no remaining Perma-Fix Environmental Services position as of Q4 2024 after selling out during the quarter.
  • Chesley Taft & Associates sold 30,000 Perma-Fix Environmental Services shares in Q4 2024, an estimated $368K.
  • Chesley Taft & Associates first reported a position in Perma-Fix Environmental Services in Q2 2018 and held it in 21 quarters.
  • Chesley Taft & Associates's Perma-Fix Environmental Services position peaked at $541K in Q4 2019.
  • 73 funds tracked by Wall St. Rank held Perma-Fix Environmental Services as of Q4 2024.

Based on Chesley Taft & Associates's 13F filing for Q4 2024, filed 17 Jan 2025.