Elmwood Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Elmwood Wealth 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
2022 Q1	–	Sell	-500	Closed	-$33K	–	255
2021 Q4	$33K	Buy	+500	New	+$31.6K	0.02%	216
2021 Q2	$30K	Hold	500	–	–	0.02%	196
2021 Q1	$30K	Buy	+500	New	+$28.8K	0.02%	189
2020 Q3	$25K	Hold	500	–	–	0.02%	152
2020 Q2	$25K	Hold	500	–	–	0.02%	152
2020 Q1	$25.1K	Buy	+500	New	+$27K	0.02%	152
2019 Q4	–	Sell	-500	Closed	-$31K	–	198
2019 Q3	$31K	Hold	500	–	–	0.03%	124
2019 Q2	$29K	Hold	500	–	–	0.03%	141
2019 Q1	$30K	Hold	500	–	–	0.03%	137
2018 Q4	$26K	Hold	500	–	–	0.03%	147
2018 Q3	$26.4K	Hold	500	–	–	0.02%	159
2018 Q2	$27.1K	Hold	500	–	–	0.02%	154
2018 Q1	$25.1K	Buy	+500	New	+$24.5K	0.02%	152

Other funds holding PEG

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

Elmwood Wealth Management's PEG Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Public Service Enterprise Group (PEG) in Q1 2022, closing a stake of 500 shares — an estimated $33K sold.

Elmwood Wealth Management first reported a position in PEG in Q1 2018 and held it in 13 quarters. The position peaked at $33K in Q4 2021. 997 funds tracked by Wall St. Rank hold PEG as of Q1 2022.

Elmwood Wealth Management reported no remaining Public Service Enterprise Group position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 500 Public Service Enterprise Group shares in Q1 2022, an estimated $33K.
Elmwood Wealth Management first reported a position in Public Service Enterprise Group in Q1 2018 and held it in 13 quarters.
Elmwood Wealth Management's Public Service Enterprise Group position peaked at $33K in Q4 2021.
997 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.