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Tiedemann Advisors’s Public Service Enterprise Group PEG Stock Holding History

Tiedemann Advisors’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
-19,833
Closed -$1.22M – 265
2022
Q4 		$1.22M Buy
19,833
+26
+0.1% +$1.51K 0.06% 106
2022
Q3 		$1.11M Sell
19,807
-7,573
-28% -$488K 0.07% 103
2022
Q2 		$1.73M Sell
27,380
-88
-0.3% -$5.98K 0.13% 76
2022
Q1 		$1.92M Sell
27,468
-2,154
-7% -$143K 0.1% 95
2021
Q4 		$1.98M Hold
29,622
– – 0.1% 91
2021
Q3 		$1.8M Sell
29,622
-470
-2% -$29.3K 0.1% 91
2021
Q2 		$1.8M Sell
30,092
-145
-0.5% -$8.96K 0.07% 116
2021
Q1 		$1.82M Buy
30,237
+11,518
+62% +$664K 0.08% 111
2020
Q4 		$1.09M Sell
18,719
-218,599
-92% -$12.7M 0.05% 144
2020
Q3 		$13M Buy
237,318
+11,849
+5% +$627K 0.63% 28
2020
Q2 		$11.1M Buy
225,469
+88,990
+65% +$4.43M 0.59% 31
2020
Q1 		$6.13M Sell
136,479
-83,977
-38% -$4.54M 0.4% 47
2019
Q4 		$13M Sell
220,456
-15,185
-6% -$920K 0.62% 35
2019
Q3 		$14.6M Buy
235,641
+12,085
+5% +$722K 0.7% 34
2019
Q2 		$13.1M Sell
223,556
-1,922
-0.9% -$115K 0.66% 32
2019
Q1 		$13.4M Buy
225,478
+34,933
+18% +$1.95M 0.63% 38
2018
Q4 		$9.92M Sell
190,545
-38,163
-17% -$2.05M 0.51% 43
2018
Q3 		$12.1M Sell
228,708
-11,000
-5% -$575K 0.71% 35
2018
Q2 		$13M Buy
239,708
+101,286
+73% +$5.2M 0.83% 30
2018
Q1 		$6.96M Buy
138,422
+15,536
+13% +$763K 0.48% 44
2017
Q4 		$6.33M Buy
122,886
+36,420
+42% +$1.84M 0.48% 43
2017
Q3 		$4M Buy
86,466
+2,053
+2% +$93K 0.36% 56
2017
Q2 		$3.63M Buy
84,413
+9,744
+13% +$431K 0.26% 71
2017
Q1 		$3.31M Buy
74,669
+26,968
+57% +$1.19M 0.28% 73
2016
Q4 		$2.09M Buy
47,701
+41,309
+646% +$1.72M 0.21% 87
2016
Q3 		$266K Buy
+6,392
New +$282K 0.06% 117
2016
Q2 		– Sell
-4,600
Closed -$217K – 58
2016
Q1 		$217K Buy
+4,600
New +$195K 0.17% 52

Other funds holding PEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tiedemann Advisors's PEG Position: Q1 2023 in Review

Tiedemann Advisors sold out of Public Service Enterprise Group (PEG) in Q1 2023, closing a stake of 19,833 shares — an estimated $1.22M sold.

Tiedemann Advisors first reported a position in PEG in Q1 2016 and held it in 27 quarters. The position peaked at $14.6M in Q3 2019. 931 funds tracked by Wall St. Rank hold PEG as of Q1 2023.

  • Tiedemann Advisors reported no remaining Public Service Enterprise Group position as of Q1 2023 after selling out during the quarter.
  • Tiedemann Advisors sold 19,833 Public Service Enterprise Group shares in Q1 2023, an estimated $1.22M.
  • Tiedemann Advisors first reported a position in Public Service Enterprise Group in Q1 2016 and held it in 27 quarters.
  • Tiedemann Advisors's Public Service Enterprise Group position peaked at $14.6M in Q3 2019.
  • 931 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2023.

Based on Tiedemann Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.