ERIM
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Eagle Ridge Investment Management’s Public Service Enterprise Group PEG Stock Holding History

Eagle Ridge Investment Management’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
2020
Q4 		– Sell
-3,849
Closed -$211K – 139
2020
Q3 		$211K Buy
+3,849
New +$204K 0.03% 136

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JP Morgan Chase
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Capital World Investors
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Nordea Investment Management
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Eagle Ridge Investment Management's PEG Position: Q4 2020 in Review

Eagle Ridge Investment Management sold out of Public Service Enterprise Group (PEG) in Q4 2020, closing a stake of 3,849 shares — an estimated $211K sold.

Eagle Ridge Investment Management first reported a position in PEG in Q3 2020 and held it in 1 quarter. The position peaked at $211K in Q3 2020. 890 funds tracked by Wall St. Rank hold PEG as of Q4 2020.

  • Eagle Ridge Investment Management reported no remaining Public Service Enterprise Group position as of Q4 2020 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 3,849 Public Service Enterprise Group shares in Q4 2020, an estimated $211K.
  • Eagle Ridge Investment Management first reported a position in Public Service Enterprise Group in Q3 2020 and held it in 1 quarter.
  • Eagle Ridge Investment Management's Public Service Enterprise Group position peaked at $211K in Q3 2020.
  • 890 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2020.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2020, filed 29 Jan 2021.