Bell Investment Advisors’s PotlatchDeltic PCH Stock Holding History

Bell Investment Advisors’s Portfolio PCH Stock Details PCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-12	Closed	-$541	–	1939
2024 Q3	$541	Hold	12	–	–	﹤0.01%	1761
2024 Q2	$473	Hold	12	–	–	﹤0.01%	1834
2024 Q1	$565	Hold	12	–	–	﹤0.01%	1779
2023 Q4	$590	Sell	12 -4	-25%	-$183	﹤0.01%	1774
2023 Q3	$727	Sell	16 -7	-30%	-$346	﹤0.01%	1662
2023 Q2	$1.22K	Hold	23	–	–	﹤0.01%	1528
2023 Q1	$1.14K	Buy	23 +1	+5%	+$47	﹤0.01%	1505
2022 Q4	$968	Buy	22 +10	+83%	+$452	﹤0.01%	1613
2022 Q3	$0	Sell	12 -168	-93%	-$7.72K	﹤0.01%	1894
2022 Q2	$8K	Buy	+180	New	+$9.29K	﹤0.01%	509
2021 Q4	$8K	Buy	134 +113	+538%	+$6.33K	﹤0.01%	568
2021 Q3	$1K	Buy	+21	New	+$1.1K	﹤0.01%	1512

Other funds holding PCH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bell Investment Advisors's PCH Position: Q4 2024 in Review

Bell Investment Advisors sold out of PotlatchDeltic (PCH) in Q4 2024, closing a stake of 12 shares — an estimated $541 sold.

Bell Investment Advisors first reported a position in PCH in Q3 2021 and held it in 12 quarters. The position peaked at $8K in Q2 2022. 299 funds tracked by Wall St. Rank hold PCH as of Q4 2024.

Bell Investment Advisors reported no remaining PotlatchDeltic position as of Q4 2024 after selling out during the quarter.
Bell Investment Advisors sold 12 PotlatchDeltic shares in Q4 2024, an estimated $541.
Bell Investment Advisors first reported a position in PotlatchDeltic in Q3 2021 and held it in 12 quarters.
Bell Investment Advisors's PotlatchDeltic position peaked at $8K in Q2 2022.
299 funds tracked by Wall St. Rank held PotlatchDeltic as of Q4 2024.

Based on Bell Investment Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.