Kelly Financial Services’s Pegasystems PEGA Stock Holding History

Kelly Financial Services’s Portfolio PEGA Stock Details PEGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-400	Closed	-$12.1K	–	566
2024 Q2	$12.1K	Hold	400	–	–	﹤0.01%	400
2024 Q1	$12.9K	Hold	400	–	–	﹤0.01%	389
2023 Q4	$9.77K	Hold	400	–	–	﹤0.01%	401
2023 Q3	$8.68K	Hold	400	–	–	﹤0.01%	393
2023 Q2	$9.86K	Hold	400	–	–	﹤0.01%	366
2023 Q1	$9.7K	Hold	400	–	–	﹤0.01%	360
2022 Q4	$6.85K	Hold	400	–	–	﹤0.01%	366
2022 Q3	$6.43K	Hold	400	–	–	﹤0.01%	369
2022 Q2	$9.57K	Hold	400	–	–	0.01%	328
2022 Q1	$16.1K	Hold	400	–	–	0.01%	291
2021 Q4	$22.4K	Hold	400	–	–	0.01%	259
2021 Q3	$25.4K	Hold	400	–	–	0.01%	230
2021 Q2	$27.8K	Hold	400	–	–	0.02%	223
2021 Q1	$22.9K	Hold	400	–	–	0.01%	210
2020 Q4	$26.7K	Hold	400	–	–	0.02%	170
2020 Q3	$24.2K	Hold	400	–	–	0.02%	156
2020 Q2	$20.2K	Hold	400	–	–	0.02%	161
2020 Q1	$14.2K	Hold	400	–	–	0.02%	178
2019 Q4	$15.9K	Hold	400	–	–	0.01%	187
2019 Q3	$13.6K	Hold	400	–	–	0.01%	189
2019 Q2	$14.2K	Hold	400	–	–	0.01%	189
2019 Q1	$13K	Buy	+400	New	+$11.8K	0.01%	190

Other funds holding PEGA

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

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

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

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kelly Financial Services's PEGA Position: Q3 2024 in Review

Kelly Financial Services sold out of Pegasystems (PEGA) in Q3 2024, closing a stake of 400 shares — an estimated $12.1K sold.

Kelly Financial Services first reported a position in PEGA in Q1 2019 and held it in 22 quarters. The position peaked at $27.8K in Q2 2021. 301 funds tracked by Wall St. Rank hold PEGA as of Q3 2024.

Kelly Financial Services reported no remaining Pegasystems position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 400 Pegasystems shares in Q3 2024, an estimated $12.1K.
Kelly Financial Services first reported a position in Pegasystems in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's Pegasystems position peaked at $27.8K in Q2 2021.
301 funds tracked by Wall St. Rank held Pegasystems as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.