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Sit Investment Associates’s FirstEnergy FE Stock Holding History

Sit Investment Associates’s Portfolio FE Stock Details FE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-3,000
Closed -$86K – 532
2020
Q3 		$86K Sell
3,000
-255,025
-99% -$8M ﹤0.01% 484
2020
Q2 		$10M Buy
258,025
+44,375
+21% +$1.83M 0.31% 100
2020
Q1 		$8.56M Buy
213,650
+38,900
+22% +$1.81M 0.32% 93
2019
Q4 		$8.49M Buy
+174,750
New +$8.35M 0.24% 126

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sit Investment Associates's FE Position: Q4 2020 in Review

Sit Investment Associates sold out of FirstEnergy (FE) in Q4 2020, closing a stake of 3,000 shares — an estimated $86K sold.

Sit Investment Associates first reported a position in FE in Q4 2019 and held it in 4 quarters. The position peaked at $10M in Q2 2020. 610 funds tracked by Wall St. Rank hold FE as of Q4 2020.

  • Sit Investment Associates reported no remaining FirstEnergy position as of Q4 2020 after selling out during the quarter.
  • Sit Investment Associates sold 3,000 FirstEnergy shares in Q4 2020, an estimated $86K.
  • Sit Investment Associates first reported a position in FirstEnergy in Q4 2019 and held it in 4 quarters.
  • Sit Investment Associates's FirstEnergy position peaked at $10M in Q2 2020.
  • 610 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2020.

Based on Sit Investment Associates's 13F filing for Q4 2020, filed 11 Feb 2021.