Ownership history in Bollard Group LLC Β· 55 quarters on record
This page tracks every 13F SEC filing in which Bollard Group LLC reported a position in Public Service Enterprise COM (PEG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Bollard Group LLC underperformed the S&P 500 by β2.6% annually on this PEG position. Timing score: 58% (31/53 decisions correct). Average cost basis: $42.09. Maximum drawdown during holding period: β26.4%.
β οΈ Trailed SPY by 2.6% ann. on this position.
53 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
31 of 53 add/trim decisions correct
Best entry: $19.02 (2012 Q4) Β· Worst: $82.19 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
46 adds Β· 9 trims. Bought during 19 of 22 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.66% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size