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Sageworth Trust’s Public Service Enterprise Group PEG Stock Holding History

Sageworth Trust’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
Q2 		– Sell
-112
Closed -$5K – 312
2020
Q1 		$5K Hold
112
– – ﹤0.01% 143
2019
Q4 		$7K Sell
112
-1,574
-93% -$95.4K ﹤0.01% 163
2019
Q3 		$105K Sell
1,686
-578
-26% -$34.5K 0.01% 77
2019
Q2 		$133K Buy
+2,264
New +$135K 0.02% 70

Other funds holding PEG

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sageworth Trust's PEG Position: Q2 2020 in Review

Sageworth Trust sold out of Public Service Enterprise Group (PEG) in Q2 2020, closing a stake of 112 shares — an estimated $5K sold.

Sageworth Trust first reported a position in PEG in Q2 2019 and held it in 4 quarters. The position peaked at $133K in Q2 2019. 819 funds tracked by Wall St. Rank hold PEG as of Q2 2020.

  • Sageworth Trust reported no remaining Public Service Enterprise Group position as of Q2 2020 after selling out during the quarter.
  • Sageworth Trust sold 112 Public Service Enterprise Group shares in Q2 2020, an estimated $5K.
  • Sageworth Trust first reported a position in Public Service Enterprise Group in Q2 2019 and held it in 4 quarters.
  • Sageworth Trust's Public Service Enterprise Group position peaked at $133K in Q2 2019.
  • 819 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2020.

Based on Sageworth Trust's 13F filing for Q2 2020, filed 12 Aug 2020.