MFM
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MD Financial Management’s Public Service Enterprise Group PEG Stock Holding History

MD Financial Management’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
2021
Q4 		– Sell
-33,100
Closed -$2.02M – 318
2021
Q3 		$2.02M Buy
33,100
+1,477
+5% +$92.2K 0.05% 185
2021
Q2 		$1.89M Buy
+31,623
New +$1.95M 0.05% 202

Other funds holding PEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MD Financial Management's PEG Position: Q4 2021 in Review

MD Financial Management sold out of Public Service Enterprise Group (PEG) in Q4 2021, closing a stake of 33,100 shares — an estimated $2.02M sold.

MD Financial Management first reported a position in PEG in Q2 2021 and held it in 2 quarters. The position peaked at $2.02M in Q3 2021. 959 funds tracked by Wall St. Rank hold PEG as of Q4 2021.

  • MD Financial Management reported no remaining Public Service Enterprise Group position as of Q4 2021 after selling out during the quarter.
  • MD Financial Management sold 33,100 Public Service Enterprise Group shares in Q4 2021, an estimated $2.02M.
  • MD Financial Management first reported a position in Public Service Enterprise Group in Q2 2021 and held it in 2 quarters.
  • MD Financial Management's Public Service Enterprise Group position peaked at $2.02M in Q3 2021.
  • 959 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.