Morton Brown Family Wealth’s Pegasystems PEGA Stock Holding History

Morton Brown Family Wealth’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
2022 Q4	–	Sell	-30	Closed	–	–	210
2022 Q3	$0	Buy	+30	New	+$610	﹤0.01%	307

Other funds holding PEGA

BCM

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

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

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

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

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morton Brown Family Wealth's PEGA Position: Q4 2022 in Review

Morton Brown Family Wealth sold out of Pegasystems (PEGA) in Q4 2022, closing a stake of 30 shares.

Morton Brown Family Wealth first reported a position in PEGA in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 185 funds tracked by Wall St. Rank hold PEGA as of Q4 2022.

Morton Brown Family Wealth reported no remaining Pegasystems position as of Q4 2022 after selling out during the quarter.
Morton Brown Family Wealth sold 30 Pegasystems shares in Q4 2022.
Morton Brown Family Wealth first reported a position in Pegasystems in Q3 2022 and held it in 1 quarter.
Morton Brown Family Wealth's Pegasystems position peaked at $0 in Q3 2022.
185 funds tracked by Wall St. Rank held Pegasystems as of Q4 2022.

Based on Morton Brown Family Wealth's 13F filing for Q4 2022, filed 2 Feb 2023.