Naman Capital’s PepsiCo PEP Stock Holding History

Naman Capital’s Portfolio PEP Stock Details PEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-15,600	Closed	-$2.05M	–	14
2019 Q2	$2.05M	Sell	15,600 -65,900	-81%	-$8.45M	2.03%	14
2019 Q1	$4.38M	Buy	81,500 +54,400	+201%	+$6.2M	5.52%	8
2018 Q4	$2.99M	Buy	+27,100	New	+$3.06M	2.55%	14

Other funds holding PEP

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Naman Capital's PEP Position: Q3 2019 in Review

Naman Capital sold out of PepsiCo (PEP) in Q3 2019, closing a stake of 15,600 shares — an estimated $2.05M sold.

Naman Capital first reported a position in PEP in Q4 2018 and held it in 3 quarters. The position peaked at $4.38M in Q1 2019. 2,329 funds tracked by Wall St. Rank hold PEP as of Q3 2019.

Naman Capital reported no remaining PepsiCo position as of Q3 2019 after selling out during the quarter.
Naman Capital sold 15,600 PepsiCo shares in Q3 2019, an estimated $2.05M.
Naman Capital first reported a position in PepsiCo in Q4 2018 and held it in 3 quarters.
Naman Capital's PepsiCo position peaked at $4.38M in Q1 2019.
2,329 funds tracked by Wall St. Rank held PepsiCo as of Q3 2019.

Based on Naman Capital's 13F filing for Q3 2019, filed 7 Oct 2022.