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First Mercantile Trust’s Pegasystems PEGA Stock Holding History

First Mercantile Trust’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
2021
Q3 		$150K Buy
2,362
+246
+12% +$16.4K 0.02% 523
2021
Q2 		$147K Buy
2,116
+368
+21% +$23.2K 0.02% 551
2021
Q1 		$100K Sell
1,748
-1,050
-38% -$68.7K 0.01% 682
2020
Q4 		$186K Sell
2,798
-262
-9% -$16.7K 0.02% 453
2020
Q3 		$190K Buy
3,060
+782
+34% +$45K 0.02% 432
2020
Q2 		$115K Buy
+2,278
New +$98.7K 0.01% 608

Other funds holding PEGA

BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCG
Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.73B AUM 2.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

First Mercantile Trust's PEGA Position: Q3 2021 in Review

First Mercantile Trust increased its Pegasystems (PEGA) stake by 12% in Q3 2021, buying an estimated $16.4K and bringing the position to 2,362 shares worth $150K. The position accounts for 0.02% of the portfolio, ranked #523.

First Mercantile Trust first reported a position in PEGA in Q2 2020 and has held it in 6 quarters since. The position peaked at $190K in Q3 2020. 243 funds tracked by Wall St. Rank hold PEGA as of Q3 2021.

  • First Mercantile Trust held 2,362 shares of Pegasystems worth $150K as of Q3 2021.
  • First Mercantile Trust bought 246 Pegasystems shares in Q3 2021, an estimated $16.4K.
  • Pegasystems made up 0.02% of First Mercantile Trust's portfolio in Q3 2021, its #523 holding.
  • First Mercantile Trust first reported a position in Pegasystems in Q2 2020 and has held it in 6 quarters since.
  • First Mercantile Trust's Pegasystems position peaked at $190K in Q3 2020.
  • 243 funds tracked by Wall St. Rank held Pegasystems as of Q3 2021.

Based on First Mercantile Trust's 13F filing for Q3 2021, filed 24 Nov 2021.