Te Ahumairangi Investment Management’s Public Service Enterprise Group PEG Stock Holding History

Te Ahumairangi Investment Management’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
2023 Q1	–	Sell	-4,395	Closed	-$269K	–	92
2022 Q4	$269K	Hold	4,395	–	–	0.04%	89
2022 Q3	$247K	Sell	4,395 -5,800	-57%	-$373K	0.04%	91
2022 Q2	$645K	Sell	10,195 -9,000	-47%	-$612K	0.1%	92
2022 Q1	$1.34M	Sell	19,195 -1,500	-7%	-$99.3K	0.18%	88
2021 Q4	$1.38M	Sell	20,695 -4,600	-18%	-$291K	0.18%	93
2021 Q3	$1.54M	Hold	25,295	–	–	0.21%	93
2021 Q2	$1.51M	Sell	25,295 -11,200	-31%	-$692K	0.2%	96
2021 Q1	$2.2M	Buy	36,495 +4,000	+12%	+$231K	0.28%	96
2020 Q4	$1.89M	Sell	32,495 -4,200	-11%	-$245K	0.26%	98
2020 Q3	$2.02M	Buy	+36,695	New	+$1.94M	0.34%	89

Other funds holding PEG

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Te Ahumairangi Investment Management's PEG Position: Q1 2023 in Review

Te Ahumairangi Investment Management sold out of Public Service Enterprise Group (PEG) in Q1 2023, closing a stake of 4,395 shares — an estimated $269K sold.

Te Ahumairangi Investment Management first reported a position in PEG in Q3 2020 and held it in 10 quarters. The position peaked at $2.2M in Q1 2021. 931 funds tracked by Wall St. Rank hold PEG as of Q1 2023.

Te Ahumairangi Investment Management reported no remaining Public Service Enterprise Group position as of Q1 2023 after selling out during the quarter.
Te Ahumairangi Investment Management sold 4,395 Public Service Enterprise Group shares in Q1 2023, an estimated $269K.
Te Ahumairangi Investment Management first reported a position in Public Service Enterprise Group in Q3 2020 and held it in 10 quarters.
Te Ahumairangi Investment Management's Public Service Enterprise Group position peaked at $2.2M in Q1 2021.
931 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2023.

Based on Te Ahumairangi Investment Management's 13F filing for Q1 2023, filed 11 May 2023.