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Ovata Capital Management’s Public Service Enterprise Group PEG Stock Holding History

Ovata Capital 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
2020
Q3 		– Sell
-480
Closed -$24K – 152
2020
Q2 		$24K Buy
+480
New +$23.9K 0.01% 146

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Capital World Investors
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JP Morgan Chase
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T. Rowe Price Associates
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
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Northern Trust
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Ovata Capital Management's PEG Position: Q3 2020 in Review

Ovata Capital Management sold out of Public Service Enterprise Group (PEG) in Q3 2020, closing a stake of 480 shares — an estimated $24K sold.

Ovata Capital Management first reported a position in PEG in Q2 2020 and held it in 1 quarter. The position peaked at $24K in Q2 2020. 839 funds tracked by Wall St. Rank hold PEG as of Q3 2020.

  • Ovata Capital Management reported no remaining Public Service Enterprise Group position as of Q3 2020 after selling out during the quarter.
  • Ovata Capital Management sold 480 Public Service Enterprise Group shares in Q3 2020, an estimated $24K.
  • Ovata Capital Management first reported a position in Public Service Enterprise Group in Q2 2020 and held it in 1 quarter.
  • Ovata Capital Management's Public Service Enterprise Group position peaked at $24K in Q2 2020.
  • 839 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2020.

Based on Ovata Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.