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Sadoff Investment Management’s PepsiCo PEP Stock Holding History

Sadoff Investment Management’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
2018
Q1 		– Sell
-1,772
Closed -$212K – 87
2017
Q4 		$212K Buy
+1,772
New +$202K 0.02% 81
2017
Q3 		– Sell
-1,959
Closed -$226K – 85
2017
Q2 		$226K Sell
1,959
-500
-20% -$57.4K 0.02% 68
2017
Q1 		$275K Buy
2,459
+400
+19% +$42.9K 0.03% 64
2016
Q4 		$215K Buy
2,059
+21
+1% +$2.2K 0.02% 72
2016
Q3 		$222K Sell
2,038
-121
-6% -$13K 0.02% 64
2016
Q2 		$229K Sell
2,159
-372
-15% -$38.4K 0.03% 62
2016
Q1 		$259K Buy
2,531
+80
+3% +$7.9K 0.03% 67
2015
Q4 		$245K Buy
2,451
+50
+2% +$4.99K 0.03% 68
2015
Q3 		$226K Sell
2,401
-500
-17% -$47.6K 0.03% 62
2015
Q2 		$271K Buy
+2,901
New +$277K 0.03% 56
2013
Q4 		– Sell
-3,330
Closed -$265K – 62
2013
Q3 		$265K Buy
+3,330
New +$274K 0.04% 47

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Sadoff Investment Management's PEP Position: Q1 2018 in Review

Sadoff Investment Management sold out of PepsiCo (PEP) in Q1 2018, closing a stake of 1,772 shares — an estimated $212K sold.

Sadoff Investment Management first reported a position in PEP in Q3 2013 and held it in 11 quarters. The position peaked at $275K in Q1 2017. 2,145 funds tracked by Wall St. Rank hold PEP as of Q1 2018.

  • Sadoff Investment Management reported no remaining PepsiCo position as of Q1 2018 after selling out during the quarter.
  • Sadoff Investment Management sold 1,772 PepsiCo shares in Q1 2018, an estimated $212K.
  • Sadoff Investment Management first reported a position in PepsiCo in Q3 2013 and held it in 11 quarters.
  • Sadoff Investment Management's PepsiCo position peaked at $275K in Q1 2017.
  • 2,145 funds tracked by Wall St. Rank held PepsiCo as of Q1 2018.

Based on Sadoff Investment Management's 13F filing for Q1 2018, filed 26 Apr 2018.