Ellevest Inc’s Pegasystems PEGA Stock Holding History

Ellevest Inc’s Portfolio PEGA Stock Details PEGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,008	Closed	-$48.7K	–	1266
2023 Q1	$48.7K	Buy	2,008 +102	+5%	+$2.15K	﹤0.01%	607
2022 Q4	$32.6K	Buy	1,906 +536	+39%	+$9.27K	﹤0.01%	726
2022 Q3	$22K	Sell	1,370 -270	-16%	-$5.49K	﹤0.01%	795
2022 Q2	$39K	Buy	1,640 +1,348	+462%	+$40.3K	﹤0.01%	617
2022 Q1	$12K	Sell	292 -376	-56%	-$16.9K	﹤0.01%	850
2021 Q4	$37K	Buy	668 +498	+293%	+$29.5K	﹤0.01%	583
2021 Q3	$11K	Sell	170 -102	-38%	-$6.79K	﹤0.01%	806
2021 Q2	$19K	Hold	272	–	–	﹤0.01%	654
2021 Q1	$16K	Sell	272 -318	-54%	-$20.8K	﹤0.01%	705
2020 Q4	$39K	Buy	590 +426	+260%	+$27.2K	0.01%	517
2020 Q3	$10K	Buy	164 +54	+49%	+$3.1K	﹤0.01%	660
2020 Q2	$6K	Buy	110 +94	+588%	+$4.07K	﹤0.01%	712
2020 Q1	$1K	Buy	+16	New	+$671	﹤0.01%	948

Other funds holding PEGA

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

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

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return