LifePlan Financial Group’s Public Service Enterprise Group PEG Stock Holding History

LifePlan Financial Group’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
2020 Q3	$86K	Hold	1,563	–	–	0.04%	201
2020 Q2	$77K	Hold	1,563	–	–	0.04%	204
2020 Q1	$70K	Hold	1,563	–	–	0.04%	196
2019 Q4	$92K	Hold	1,563	–	–	0.04%	196
2019 Q3	$97K	Hold	1,563	–	–	0.05%	187
2019 Q2	$92K	Hold	1,563	–	–	0.04%	191
2019 Q1	$93K	Hold	1,563	–	–	0.05%	186
2018 Q4	$81K	Hold	1,563	–	–	0.05%	191
2018 Q3	$83K	Hold	1,563	–	–	0.04%	199
2018 Q2	$85K	Hold	1,563	–	–	0.05%	188
2018 Q1	$79K	Buy	+1,563	New	+$76.7K	0.05%	185

Other funds holding PEG

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LifePlan Financial Group's PEG Position: Q3 2020 in Review

LifePlan Financial Group held its Public Service Enterprise Group (PEG) position steady in Q3 2020 at 1,563 shares worth $86K. The position accounts for 0.04% of the portfolio, ranked #201.

LifePlan Financial Group first reported a position in PEG in Q1 2018 and has held it in 11 quarters since. The position peaked at $97K in Q3 2019. 839 funds tracked by Wall St. Rank hold PEG as of Q3 2020.

LifePlan Financial Group held 1,563 shares of Public Service Enterprise Group worth $86K as of Q3 2020.
LifePlan Financial Group left its Public Service Enterprise Group share count unchanged in Q3 2020.
Public Service Enterprise Group made up 0.04% of LifePlan Financial Group's portfolio in Q3 2020, its #201 holding.
LifePlan Financial Group first reported a position in Public Service Enterprise Group in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Public Service Enterprise Group position peaked at $97K in Q3 2019.
839 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.