Danda Trouve Investment Management’s PepsiCo PEP Stock Holding History

Danda Trouve Investment Management’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
2022 Q3	$57K	Sell	347 -86	-20%	-$14.8K	0.11%	37
2022 Q2	$72K	Sell	433 -81	-16%	-$13.6K	0.11%	36
2022 Q1	$86K	Hold	514	–	–	0.11%	39
2021 Q4	$89K	Sell	514 -38	-7%	-$6.21K	0.1%	47
2021 Q3	$83K	Hold	552	–	–	0.1%	51
2021 Q2	$82K	Hold	552	–	–	0.1%	50
2021 Q1	$78K	Hold	552	–	–	0.1%	50
2020 Q4	$82K	Hold	552	–	–	0.1%	52
2020 Q3	$77K	Hold	552	–	–	0.11%	48
2020 Q2	$73K	Hold	552	–	–	0.11%	44
2020 Q1	$66K	Sell	552 -92	-14%	-$12.4K	0.14%	41
2019 Q4	$88K	Buy	+644	New	+$87.6K	0.13%	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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Danda Trouve Investment Management's PEP Position: Q3 2022 in Review

Danda Trouve Investment Management reduced its PepsiCo (PEP) stake by 20% in Q3 2022, selling an estimated $14.8K and leaving 347 shares worth $57K. The position accounts for 0.11% of the portfolio, ranked #37.

Danda Trouve Investment Management first reported a position in PEP in Q4 2019 and has held it in 12 quarters since. The position peaked at $89K in Q4 2021. 3,004 funds tracked by Wall St. Rank hold PEP as of Q3 2022.

Danda Trouve Investment Management held 347 shares of PepsiCo worth $57K as of Q3 2022.
Danda Trouve Investment Management sold 86 PepsiCo shares in Q3 2022, an estimated $14.8K.
PepsiCo made up 0.11% of Danda Trouve Investment Management's portfolio in Q3 2022, its #37 holding.
Danda Trouve Investment Management first reported a position in PepsiCo in Q4 2019 and has held it in 12 quarters since.
Danda Trouve Investment Management's PepsiCo position peaked at $89K in Q4 2021.
3,004 funds tracked by Wall St. Rank held PepsiCo as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.