FIM
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Freedom Investment Management’s Public Service Enterprise Group PEG Stock Holding History

Freedom Investment 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
2020
Q4 		– Sell
-6,384
Closed -$351K – 646
2020
Q3 		$351K Buy
6,384
+513
+9% +$27.2K 0.04% 373
2020
Q2 		$289K Buy
5,871
+1,570
+37% +$78.2K 0.03% 416
2020
Q1 		$248K Buy
4,301
+323
+8% +$17.4K 0.02% 567
2019
Q4 		$235K Sell
3,978
-2,101
-35% -$127K 0.02% 583
2019
Q3 		$377K Buy
6,079
+508
+9% +$30.3K 0.03% 431
2019
Q2 		$328K Buy
5,571
+1,123
+25% +$66.9K 0.03% 498
2019
Q1 		$264K Sell
4,448
-2,022
-31% -$113K 0.02% 556
2018
Q4 		$337K Sell
6,470
-1,746
-21% -$94K 0.03% 535
2018
Q3 		$433K Sell
8,216
-5,932
-42% -$310K 0.03% 588
2018
Q2 		$766K Buy
14,148
+2,164
+18% +$111K 0.05% 406
2018
Q1 		$602K Sell
11,984
-1,033
-8% -$50.7K 0.03% 545
2017
Q4 		$670K Sell
13,017
-5,812
-31% -$293K 0.03% 509
2017
Q3 		$871K Buy
18,829
+7,441
+65% +$337K 0.05% 384
2017
Q2 		$490K Sell
11,388
-394
-3% -$17.4K 0.03% 572
2017
Q1 		$523K Buy
11,782
+926
+9% +$40.9K 0.03% 529
2016
Q4 		$476K Sell
10,856
-858
-7% -$35.8K 0.03% 500
2016
Q3 		$490K Sell
11,714
-4,610
-28% -$203K 0.03% 459
2016
Q2 		$761K Buy
16,324
+6,482
+66% +$294K 0.05% 291
2016
Q1 		$464K Sell
9,842
-1,567
-14% -$66.6K 0.03% 424
2015
Q4 		$441K Buy
11,409
+187
+2% +$7.5K 0.03% 438
2015
Q3 		$193K Buy
11,222
+4,093
+57% +$167K 0.02% 612
2015
Q2 		$280K Sell
7,129
-427
-6% -$17.7K 0.03% 517
2015
Q1 		$317K Buy
7,556
+202
+3% +$8.44K 0.04% 460
2014
Q4 		$305K Buy
7,354
+318
+5% +$12.8K 0.04% 419
2014
Q3 		$262K Buy
7,036
+345
+5% +$12.7K 0.05% 373
2014
Q2 		$273K Sell
6,691
-1,062
-14% -$41.2K 0.05% 363
2014
Q1 		$296K Sell
7,753
-695
-8% -$24K 0.06% 298
2013
Q4 		$271K Sell
8,448
-390
-4% -$12.9K 0.07% 301
2013
Q3 		$291K Sell
8,838
-2,298
-21% -$76.1K 0.08% 228
2013
Q2 		$364K Buy
+11,136
New +$381K 0.12% 144

Other funds holding PEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Freedom Investment Management's PEG Position: Q4 2020 in Review

Freedom Investment Management sold out of Public Service Enterprise Group (PEG) in Q4 2020, closing a stake of 6,384 shares — an estimated $351K sold.

Freedom Investment Management first reported a position in PEG in Q2 2013 and held it in 30 quarters. The position peaked at $871K in Q3 2017. 890 funds tracked by Wall St. Rank hold PEG as of Q4 2020.

  • Freedom Investment Management reported no remaining Public Service Enterprise Group position as of Q4 2020 after selling out during the quarter.
  • Freedom Investment Management sold 6,384 Public Service Enterprise Group shares in Q4 2020, an estimated $351K.
  • Freedom Investment Management first reported a position in Public Service Enterprise Group in Q2 2013 and held it in 30 quarters.
  • Freedom Investment Management's Public Service Enterprise Group position peaked at $871K in Q3 2017.
  • 890 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2020.

Based on Freedom Investment Management's 13F filing for Q4 2020, filed 11 Feb 2021.