Investment House LLC’s Public Service Enterprise Group PEG Stock Holding History

Investment House LLC’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
2021 Q1	–	Sell	-4,575	Closed	-$267K	–	217
2020 Q4	$267K	Hold	4,575	–	–	0.02%	198
2020 Q3	$251K	Sell	4,575 -200	-4%	-$10.6K	0.02%	180
2020 Q2	$235K	Hold	4,775	–	–	0.02%	174
2020 Q1	$214K	Sell	4,775 -800	-14%	-$43.2K	0.02%	162
2019 Q4	$329K	Hold	5,575	–	–	0.03%	181
2019 Q3	$346K	Hold	5,575	–	–	0.03%	158
2019 Q2	$328K	Hold	5,575	–	–	0.03%	160
2019 Q1	$331K	Hold	5,575	–	–	0.04%	157
2018 Q4	$290K	Hold	5,575	–	–	0.04%	150
2018 Q3	$294K	Hold	5,575	–	–	0.03%	163
2018 Q2	$302K	Hold	5,575	–	–	0.04%	163
2018 Q1	$280K	Hold	5,575	–	–	0.03%	165
2017 Q4	$287K	Hold	5,575	–	–	0.03%	169
2017 Q3	$258K	Hold	5,575	–	–	0.03%	171
2017 Q2	$240K	Hold	5,575	–	–	0.03%	180
2017 Q1	$247K	Hold	5,575	–	–	0.03%	178
2016 Q4	$245K	Sell	5,575 -475	-8%	-$19.8K	0.04%	171
2016 Q3	$253K	Hold	6,050	–	–	0.04%	171
2016 Q2	$282K	Hold	6,050	–	–	0.05%	161
2016 Q1	$285K	Buy	6,050 +400	+7%	+$17K	0.05%	160
2015 Q4	$219K	Hold	5,650	–	–	0.04%	160
2015 Q3	$238K	Hold	5,650	–	–	0.04%	146
2015 Q2	$221K	Hold	5,650	–	–	0.04%	156
2015 Q1	$236K	Hold	5,650	–	–	0.04%	148
2014 Q4	$234K	Hold	5,650	–	–	0.04%	149
2014 Q3	$210K	Hold	5,650	–	–	0.03%	151
2014 Q2	$230K	Hold	5,650	–	–	0.04%	148
2014 Q1	$215K	Buy	+5,650	New	+$195K	0.04%	145
2013 Q4	–	Sell	-8,825	Closed	-$291K	–	149
2013 Q3	$291K	Hold	8,825	–	–	0.06%	128
2013 Q2	$288K	Buy	+8,825	New	+$302K	0.06%	123

Other funds holding PEG

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Investment House LLC's PEG Position: Q1 2021 in Review

Investment House LLC sold out of Public Service Enterprise Group (PEG) in Q1 2021, closing a stake of 4,575 shares — an estimated $267K sold.

Investment House LLC first reported a position in PEG in Q2 2013 and held it in 30 quarters. The position peaked at $346K in Q3 2019. 872 funds tracked by Wall St. Rank hold PEG as of Q1 2021.

Investment House LLC reported no remaining Public Service Enterprise Group position as of Q1 2021 after selling out during the quarter.
Investment House LLC sold 4,575 Public Service Enterprise Group shares in Q1 2021, an estimated $267K.
Investment House LLC first reported a position in Public Service Enterprise Group in Q2 2013 and held it in 30 quarters.
Investment House LLC's Public Service Enterprise Group position peaked at $346K in Q3 2019.
872 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2021.

Based on Investment House LLC's 13F filing for Q1 2021, filed 6 May 2021.