ABLA
PBCT

Alan B. Lancz & Associates’s People's United Financial Inc PBCT Stock Holding History

Alan B. Lancz & Associates’s Portfolio PBCT Stock Details PBCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-10,300
Closed -$206K – 191
2022
Q1 		$206K Sell
10,300
-11,050
-52% -$226K 0.18% 141
2021
Q4 		$380K Buy
+21,350
New +$381K 0.33% 86

Other funds holding PBCT

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

Alan B. Lancz & Associates's PBCT Position: Q2 2022 in Review

Alan B. Lancz & Associates sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 10,300 shares — an estimated $206K sold.

Alan B. Lancz & Associates first reported a position in PBCT in Q4 2021 and held it in 2 quarters. The position peaked at $380K in Q4 2021. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Alan B. Lancz & Associates reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Alan B. Lancz & Associates sold 10,300 People's United Financial Inc shares in Q2 2022, an estimated $206K.
  • Alan B. Lancz & Associates first reported a position in People's United Financial Inc in Q4 2021 and held it in 2 quarters.
  • Alan B. Lancz & Associates's People's United Financial Inc position peaked at $380K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.