Industrial Alliance Investment Management’s Public Service Enterprise Group PEG Stock Holding History

Industrial Alliance 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
2023 Q3	–	Sell	-490	Closed	-$31K	–	124
2023 Q2	$31K	Sell	490 -4,650	-90%	-$290K	0.02%	150
2023 Q1	$321K	Buy	5,140 +4,340	+543%	+$263K	0.01%	393
2022 Q4	$49K	Hold	800	–	–	﹤0.01%	407
2022 Q3	$45K	Sell	800 -170	-18%	-$10.9K	﹤0.01%	379
2022 Q2	$61K	Buy	+970	New	+$65.9K	﹤0.01%	369

Other funds holding PEG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

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

Industrial Alliance Investment Management's PEG Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of Public Service Enterprise Group (PEG) in Q3 2023, closing a stake of 490 shares — an estimated $31K sold.

Industrial Alliance Investment Management first reported a position in PEG in Q2 2022 and held it in 5 quarters. The position peaked at $321K in Q1 2023. 927 funds tracked by Wall St. Rank hold PEG as of Q3 2023.

Industrial Alliance Investment Management reported no remaining Public Service Enterprise Group position as of Q3 2023 after selling out during the quarter.
Industrial Alliance Investment Management sold 490 Public Service Enterprise Group shares in Q3 2023, an estimated $31K.
Industrial Alliance Investment Management first reported a position in Public Service Enterprise Group in Q2 2022 and held it in 5 quarters.
Industrial Alliance Investment Management's Public Service Enterprise Group position peaked at $321K in Q1 2023.
927 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.