Lee Financial’s PG&E PCG Stock Holding History

Lee Financial’s Portfolio PCG Stock Details PCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-750	Closed	-$13K	–	848
2023 Q2	$13K	Buy	+750	New	+$12.7K	﹤0.01%	372

Other funds holding PCG

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Lee Financial's PCG Position: Q3 2023 in Review

Lee Financial sold out of PG&E (PCG) in Q3 2023, closing a stake of 750 shares — an estimated $13K sold.

Lee Financial first reported a position in PCG in Q2 2023 and held it in 1 quarter. The position peaked at $13K in Q2 2023. 596 funds tracked by Wall St. Rank hold PCG as of Q3 2023.

Lee Financial reported no remaining PG&E position as of Q3 2023 after selling out during the quarter.
Lee Financial sold 750 PG&E shares in Q3 2023, an estimated $13K.
Lee Financial first reported a position in PG&E in Q2 2023 and held it in 1 quarter.
Lee Financial's PG&E position peaked at $13K in Q2 2023.
596 funds tracked by Wall St. Rank held PG&E as of Q3 2023.

Based on Lee Financial's 13F filing for Q3 2023, filed 9 Nov 2023.