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Whittier Trust’s Pegasystems PEGA Stock Holding History

Whittier Trust’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
2018
Q4 		– Sell
-36
Closed -$1K – 1369
2018
Q3 		$1K Hold
36
– – ﹤0.01% 1233
2018
Q2 		$1K Hold
36
– – ﹤0.01% 1226
2018
Q1 		$1K Hold
36
– – ﹤0.01% 1272
2017
Q4 		$1K Hold
36
– – ﹤0.01% 1244
2017
Q3 		$1K Buy
+36
New +$1.04K ﹤0.01% 1284

Other funds holding PEGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Whittier Trust's PEGA Position: Q4 2018 in Review

Whittier Trust sold out of Pegasystems (PEGA) in Q4 2018, closing a stake of 36 shares — an estimated $1K sold.

Whittier Trust first reported a position in PEGA in Q3 2017 and held it in 5 quarters. The position peaked at $1K in Q3 2018. 152 funds tracked by Wall St. Rank hold PEGA as of Q4 2018.

  • Whittier Trust reported no remaining Pegasystems position as of Q4 2018 after selling out during the quarter.
  • Whittier Trust sold 36 Pegasystems shares in Q4 2018, an estimated $1K.
  • Whittier Trust first reported a position in Pegasystems in Q3 2017 and held it in 5 quarters.
  • Whittier Trust's Pegasystems position peaked at $1K in Q3 2018.
  • 152 funds tracked by Wall St. Rank held Pegasystems as of Q4 2018.

Based on Whittier Trust's 13F filing for Q4 2018, filed 7 Feb 2019.