Enlightenment Research’s PepsiCo PEP Stock Holding History

Enlightenment Research’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 Q4	–	Sell	-1,502	Closed	-$245K	–	65
2022 Q3	$245K	Buy	+1,502	New	+$259K	0.54%	70
2022 Q2	–	Sell	-2,200	Closed	-$368K	–	163
2022 Q1	$368K	Buy	+2,200	New	+$369K	0.49%	62
2021 Q2	–	Sell	-2,200	Closed	-$311K	–	198
2021 Q1	$311K	Buy	+2,200	New	+$302K	0.37%	74
2019 Q3	–	Sell	-5,200	Closed	-$674K	–	238
2019 Q2	$674K	Buy	+5,200	New	+$667K	0.34%	82

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

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

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

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

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

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

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

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

Enlightenment Research's PEP Position: Q4 2022 in Review

Enlightenment Research sold out of PepsiCo (PEP) in Q4 2022, closing a stake of 1,502 shares — an estimated $245K sold.

Enlightenment Research first reported a position in PEP in Q2 2019 and held it in 4 quarters. The position peaked at $674K in Q2 2019. 3,193 funds tracked by Wall St. Rank hold PEP as of Q4 2022.

Enlightenment Research reported no remaining PepsiCo position as of Q4 2022 after selling out during the quarter.
Enlightenment Research sold 1,502 PepsiCo shares in Q4 2022, an estimated $245K.
Enlightenment Research first reported a position in PepsiCo in Q2 2019 and held it in 4 quarters.
Enlightenment Research's PepsiCo position peaked at $674K in Q2 2019.
3,193 funds tracked by Wall St. Rank held PepsiCo as of Q4 2022.

Based on Enlightenment Research's 13F filing for Q4 2022.