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Lee Capital Management’s Pegasystems PEGA Stock Holding History

Lee Capital Management’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
2018
Q1 		$2.75M Sell
90,572
-2,028
-2% -$54.8K 2.08% 14
2017
Q4 		$2.18M Buy
+92,600
New +$2.48M 1.86% 19
2017
Q2 		– Sell
-58,106
Closed -$1.27M – 91
2017
Q1 		$1.27M Buy
58,106
+1,634
+3% +$33.1K 1.14% 41
2016
Q4 		$1.02M Buy
+56,472
New +$944K 0.96% 43

Other funds holding PEGA

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
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Lee Capital Management's PEGA Position: Q1 2018 in Review

Lee Capital Management reduced its Pegasystems (PEGA) stake by 2.2% in Q1 2018, selling an estimated $54.8K and leaving 90,572 shares worth $2.75M. The position accounts for 2.08% of the portfolio, ranked #14.

Lee Capital Management first reported a position in PEGA in Q4 2016 and has held it in 4 quarters since. 198 funds tracked by Wall St. Rank hold PEGA as of Q1 2018.

  • Lee Capital Management held 90,572 shares of Pegasystems worth $2.75M as of Q1 2018.
  • Lee Capital Management sold 2,028 Pegasystems shares in Q1 2018, an estimated $54.8K.
  • Pegasystems made up 2.08% of Lee Capital Management's portfolio in Q1 2018, its #14 holding.
  • Lee Capital Management first reported a position in Pegasystems in Q4 2016 and has held it in 4 quarters since.
  • 198 funds tracked by Wall St. Rank held Pegasystems as of Q1 2018.

Based on Lee Capital Management's 13F filing for Q1 2018, filed 11 May 2018.