Echo Street Capital Management’s Public Service Enterprise Group PEG Stock Holding History

Echo Street Capital 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
2023 Q4	–	Sell	-4,888	Closed	-$278K	–	318
2023 Q3	$278K	Buy	+4,888	New	+$300K	﹤0.01%	387
2022 Q3	–	Sell	-4,548	Closed	-$288K	–	666
2022 Q2	$288K	Buy	+4,548	New	+$309K	﹤0.01%	438
2022 Q1	–	Sell	-5,952	Closed	-$397K	–	711
2021 Q4	$397K	Buy	+5,952	New	+$377K	﹤0.01%	468
2021 Q2	–	Sell	-4,899	Closed	-$295K	–	684
2021 Q1	$295K	Buy	+4,899	New	+$283K	﹤0.01%	420
2020 Q3	–	Sell	-6,706	Closed	-$330K	–	302
2020 Q2	$330K	Buy	+6,706	New	+$334K	﹤0.01%	386

Other funds holding PEG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Echo Street Capital Management's PEG Position: Q4 2023 in Review

Echo Street Capital Management sold out of Public Service Enterprise Group (PEG) in Q4 2023, closing a stake of 4,888 shares — an estimated $278K sold.

Echo Street Capital Management first reported a position in PEG in Q2 2020 and held it in 5 quarters. The position peaked at $397K in Q4 2021. 1,008 funds tracked by Wall St. Rank hold PEG as of Q4 2023.

Echo Street Capital Management reported no remaining Public Service Enterprise Group position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 4,888 Public Service Enterprise Group shares in Q4 2023, an estimated $278K.
Echo Street Capital Management first reported a position in Public Service Enterprise Group in Q2 2020 and held it in 5 quarters.
Echo Street Capital Management's Public Service Enterprise Group position peaked at $397K in Q4 2021.
1,008 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.