Hobart Private Capital’s Public Service Enterprise Group PEG Stock Holding History

Hobart Private Capital’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 Q3	–	Sell	-5,463	Closed	-$269K	–	152
2020 Q2	$269K	Buy	+5,463	New	+$272K	0.15%	136
2018 Q4	–	Sell	-9,167	Closed	-$484K	–	151
2018 Q3	$484K	Sell	9,167 -3,115	-25%	-$163K	0.37%	79
2018 Q2	$665K	Sell	12,282 -979	-7%	-$50.3K	0.54%	58
2018 Q1	$666K	Sell	13,261 -3,431	-21%	-$168K	0.58%	57
2017 Q4	$860K	Buy	+16,692	New	+$841K	0.77%	44

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Hobart Private Capital's PEG Position: Q3 2020 in Review

Hobart Private Capital sold out of Public Service Enterprise Group (PEG) in Q3 2020, closing a stake of 5,463 shares — an estimated $269K sold.

Hobart Private Capital first reported a position in PEG in Q4 2017 and held it in 5 quarters. The position peaked at $860K in Q4 2017. 839 funds tracked by Wall St. Rank hold PEG as of Q3 2020.

Hobart Private Capital reported no remaining Public Service Enterprise Group position as of Q3 2020 after selling out during the quarter.
Hobart Private Capital sold 5,463 Public Service Enterprise Group shares in Q3 2020, an estimated $269K.
Hobart Private Capital first reported a position in Public Service Enterprise Group in Q4 2017 and held it in 5 quarters.
Hobart Private Capital's Public Service Enterprise Group position peaked at $860K in Q4 2017.
839 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2020.

Based on Hobart Private Capital's 13F filing for Q3 2020, filed 11 Mar 2024.