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Aperio Group’s Peapack-Gladstone Financial PGC Stock Holding History

Aperio Group’s Portfolio PGC Stock Details PGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-13,220
Closed -$408K – 2382
2019
Q4 		$408K Sell
13,220
-477
-3% -$14K ﹤0.01% 1917
2019
Q3 		$384K Buy
13,697
+1,585
+13% +$44.5K ﹤0.01% 1897
2019
Q2 		$341K Buy
12,112
+585
+5% +$16.2K ﹤0.01% 1971
2019
Q1 		$302K Buy
11,527
+638
+6% +$17.5K ﹤0.01% 1993
2018
Q4 		$274K Buy
+10,889
New +$300K ﹤0.01% 1984

Other funds holding PGC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Aperio Group's PGC Position: Q1 2020 in Review

Aperio Group sold out of Peapack-Gladstone Financial (PGC) in Q1 2020, closing a stake of 13,220 shares — an estimated $408K sold.

Aperio Group first reported a position in PGC in Q4 2018 and held it in 5 quarters. The position peaked at $408K in Q4 2019. 114 funds tracked by Wall St. Rank hold PGC as of Q1 2020.

  • Aperio Group reported no remaining Peapack-Gladstone Financial position as of Q1 2020 after selling out during the quarter.
  • Aperio Group sold 13,220 Peapack-Gladstone Financial shares in Q1 2020, an estimated $408K.
  • Aperio Group first reported a position in Peapack-Gladstone Financial in Q4 2018 and held it in 5 quarters.
  • Aperio Group's Peapack-Gladstone Financial position peaked at $408K in Q4 2019.
  • 114 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2020.

Based on Aperio Group's 13F filing for Q1 2020, filed 5 May 2020.