SFG
PEP icon

SageGuard Financial Group’s PepsiCo PEP Stock Holding History

SageGuard Financial Group’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
2021
Q3 		– Sell
-1,366
Closed -$202K – 97
2021
Q2 		$202K Buy
+1,366
New +$199K 0.09% 135

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SageGuard Financial Group's PEP Position: Q3 2021 in Review

SageGuard Financial Group sold out of PepsiCo (PEP) in Q3 2021, closing a stake of 1,366 shares — an estimated $202K sold.

SageGuard Financial Group first reported a position in PEP in Q2 2021 and held it in 1 quarter. The position peaked at $202K in Q2 2021. 2,736 funds tracked by Wall St. Rank hold PEP as of Q3 2021.

  • SageGuard Financial Group reported no remaining PepsiCo position as of Q3 2021 after selling out during the quarter.
  • SageGuard Financial Group sold 1,366 PepsiCo shares in Q3 2021, an estimated $202K.
  • SageGuard Financial Group first reported a position in PepsiCo in Q2 2021 and held it in 1 quarter.
  • SageGuard Financial Group's PepsiCo position peaked at $202K in Q2 2021.
  • 2,736 funds tracked by Wall St. Rank held PepsiCo as of Q3 2021.

Based on SageGuard Financial Group's 13F filing for Q3 2021, filed 15 Nov 2021.