Harborview Advisors’s PepsiCo PEP Stock Holding History

Harborview Advisors’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
2021 Q3	$409K	Hold	2,716	–	–	0.23%	70
2021 Q2	$402K	Buy	+2,716	New	+$396K	0.23%	71

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harborview Advisors's PEP Position: Q3 2021 in Review

Harborview Advisors held its PepsiCo (PEP) position steady in Q3 2021 at 2,716 shares worth $409K. The position accounts for 0.23% of the portfolio, ranked #70.

Harborview Advisors first reported a position in PEP in Q2 2021 and has held it in 2 quarters since. 2,735 funds tracked by Wall St. Rank hold PEP as of Q3 2021.

Harborview Advisors held 2,716 shares of PepsiCo worth $409K as of Q3 2021.
Harborview Advisors left its PepsiCo share count unchanged in Q3 2021.
PepsiCo made up 0.23% of Harborview Advisors's portfolio in Q3 2021, its #70 holding.
Harborview Advisors first reported a position in PepsiCo in Q2 2021 and has held it in 2 quarters since.
2,735 funds tracked by Wall St. Rank held PepsiCo as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.