Symmetry Partners’s Public Service Enterprise Group PEG Stock Holding History

Symmetry Partners’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
2024 Q3	–	Sell	-3,925	Closed	-$289K	–	393
2024 Q2	$289K	Sell	3,925 -946	-19%	-$67.2K	0.01%	416
2024 Q1	$325K	Hold	4,871	–	–	0.03%	397
2023 Q4	$297K	Sell	4,871 -1,033	-17%	-$63.5K	0.02%	400
2023 Q3	$336K	Hold	5,904	–	–	0.02%	408
2023 Q2	$370K	Hold	5,904	–	–	0.02%	420
2023 Q1	$369K	Hold	5,904	–	–	0.02%	408
2022 Q4	$362K	Hold	5,904	–	–	0.02%	415
2022 Q3	$332K	Hold	5,904	–	–	0.02%	412
2022 Q2	$374K	Hold	5,904	–	–	0.03%	393
2022 Q1	$413K	Hold	5,904	–	–	0.03%	421
2021 Q4	$394K	Hold	5,904	–	–	0.03%	465
2021 Q3	$359K	Hold	5,904	–	–	0.02%	513
2021 Q2	$353K	Hold	5,904	–	–	0.02%	535
2021 Q1	$355K	Sell	5,904 -558	-9%	-$32.2K	0.03%	511
2020 Q4	$377K	Hold	6,462	–	–	0.03%	462
2020 Q3	$355K	Buy	+6,462	New	+$342K	0.03%	433
2019 Q3	–	Sell	-6,715	Closed	-$395K	–	371
2019 Q2	$395K	Sell	6,715 -875	-12%	-$52.1K	0.08%	200
2019 Q1	$451K	Buy	+7,590	New	+$424K	0.08%	169

Other funds holding PEG

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Symmetry Partners's PEG Position: Q3 2024 in Review

Symmetry Partners sold out of Public Service Enterprise Group (PEG) in Q3 2024, closing a stake of 3,925 shares — an estimated $289K sold.

Symmetry Partners first reported a position in PEG in Q1 2019 and held it in 18 quarters. The position peaked at $451K in Q1 2019. 1,172 funds tracked by Wall St. Rank hold PEG as of Q3 2024.

Symmetry Partners reported no remaining Public Service Enterprise Group position as of Q3 2024 after selling out during the quarter.
Symmetry Partners sold 3,925 Public Service Enterprise Group shares in Q3 2024, an estimated $289K.
Symmetry Partners first reported a position in Public Service Enterprise Group in Q1 2019 and held it in 18 quarters.
Symmetry Partners's Public Service Enterprise Group position peaked at $451K in Q1 2019.
1,172 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.