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Investors Financial Group’s PepsiCo PEP Stock Holding History

Investors Financial Group’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
2022
Q1 		– Sell
-2,619
Closed -$455K – 131
2021
Q4 		$455K Sell
2,619
-18
-0.7% -$2.94K 0.21% 123
2021
Q3 		$397K Hold
2,637
– – 0.21% 127
2021
Q2 		$391K Sell
2,637
-5
-0.2% -$728 0.21% 124
2021
Q1 		$374K Buy
2,642
+190
+8% +$26.1K 0.22% 119
2020
Q4 		$364K Sell
2,452
-100
-4% -$14.2K 0.24% 109
2020
Q3 		$354K Buy
2,552
+13
+0.5% +$1.77K 0.26% 97
2020
Q2 		$336K Sell
2,539
-49
-2% -$6.46K 0.28% 97
2020
Q1 		$311K Buy
2,588
+110
+4% +$14.9K 0.31% 86
2019
Q4 		$339K Buy
+2,478
New +$337K 0.28% 92

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Investors Financial Group's PEP Position: Q1 2022 in Review

Investors Financial Group sold out of PepsiCo (PEP) in Q1 2022, closing a stake of 2,619 shares — an estimated $455K sold.

Investors Financial Group first reported a position in PEP in Q4 2019 and held it in 9 quarters. The position peaked at $455K in Q4 2021. 3,026 funds tracked by Wall St. Rank hold PEP as of Q1 2022.

  • Investors Financial Group reported no remaining PepsiCo position as of Q1 2022 after selling out during the quarter.
  • Investors Financial Group sold 2,619 PepsiCo shares in Q1 2022, an estimated $455K.
  • Investors Financial Group first reported a position in PepsiCo in Q4 2019 and held it in 9 quarters.
  • Investors Financial Group's PepsiCo position peaked at $455K in Q4 2021.
  • 3,026 funds tracked by Wall St. Rank held PepsiCo as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.