Sumitomo Mitsui Trust Group’s Pegasystems PEGA Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio PEGA Stock Details PEGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-3,836	Closed	-$219K	–	1202
2021 Q1	$219K	Sell	3,836 -15,098	-80%	-$987K	﹤0.01%	1133
2020 Q4	$1.26M	Sell	18,934 -2,000	-10%	-$128K	﹤0.01%	959
2020 Q3	$1.27M	Hold	20,934	–	–	﹤0.01%	942
2020 Q2	$1.06M	Buy	20,934 +6,936	+50%	+$301K	﹤0.01%	956
2020 Q1	$499K	Buy	13,998 +6,552	+88%	+$275K	﹤0.01%	1000
2019 Q4	$297K	Buy	+7,446	New	+$282K	﹤0.01%	1059

Other funds holding PEGA

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LCG

Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

FAM

Foxhaven Asset Management Charlottesville, Virginia $3.73B AUM 2.63% 1-Year Est. Return

Sumitomo Mitsui Trust Group's PEGA Position: Q2 2021 in Review

Sumitomo Mitsui Trust Group sold out of Pegasystems (PEGA) in Q2 2021, closing a stake of 3,836 shares — an estimated $219K sold.

Sumitomo Mitsui Trust Group first reported a position in PEGA in Q4 2019 and held it in 6 quarters. The position peaked at $1.27M in Q3 2020. 243 funds tracked by Wall St. Rank hold PEGA as of Q2 2021.

Sumitomo Mitsui Trust Group reported no remaining Pegasystems position as of Q2 2021 after selling out during the quarter.
Sumitomo Mitsui Trust Group sold 3,836 Pegasystems shares in Q2 2021, an estimated $219K.
Sumitomo Mitsui Trust Group first reported a position in Pegasystems in Q4 2019 and held it in 6 quarters.
Sumitomo Mitsui Trust Group's Pegasystems position peaked at $1.27M in Q3 2020.
243 funds tracked by Wall St. Rank held Pegasystems as of Q2 2021.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2021, filed 2 Aug 2021.