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Beese Fulmer Investment Management’s Peoples Bancorp PEBO Stock Holding History

Beese Fulmer Investment Management’s Portfolio PEBO Stock Details PEBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-741
Closed -$16K – 441
2020
Q2 		$16K Buy
+741
New +$16.2K ﹤0.01% 435

Other funds holding PEBO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PBO
Peoples Bank (Ohio) Marietta, Ohio $195M AUM 28.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Beese Fulmer Investment Management's PEBO Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Peoples Bancorp (PEBO) in Q3 2020, closing a stake of 741 shares — an estimated $16K sold.

Beese Fulmer Investment Management first reported a position in PEBO in Q2 2020 and held it in 1 quarter. The position peaked at $16K in Q2 2020. 109 funds tracked by Wall St. Rank hold PEBO as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Peoples Bancorp position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 741 Peoples Bancorp shares in Q3 2020, an estimated $16K.
  • Beese Fulmer Investment Management first reported a position in Peoples Bancorp in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Peoples Bancorp position peaked at $16K in Q2 2020.
  • 109 funds tracked by Wall St. Rank held Peoples Bancorp as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.