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Bell Investment Advisors’s Pebblebrook Hotel Trust PEB Stock Holding History

Bell Investment Advisors’s Portfolio PEB Stock Details PEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-37
Closed -$516 – 1976
2023
Q2 		$516 Hold
37
– – ﹤0.01% 1835
2023
Q1 		$520 Buy
+37
New +$540 ﹤0.01% 1809
2022
Q4 		– Sell
-29
Closed – – 2005
2022
Q3 		$0 Sell
29
-57
-66% -$1.03K ﹤0.01% 1896
2022
Q2 		$1K Buy
+86
New +$1.9K ﹤0.01% 1538
2021
Q4 		$2K Sell
79
-1
-1% -$23 ﹤0.01% 1199
2021
Q3 		$2K Buy
+80
New +$1.77K ﹤0.01% 1124

Other funds holding PEB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Bell Investment Advisors's PEB Position: Q3 2023 in Review

Bell Investment Advisors sold out of Pebblebrook Hotel Trust (PEB) in Q3 2023, closing a stake of 37 shares — an estimated $516 sold.

Bell Investment Advisors first reported a position in PEB in Q3 2021 and held it in 6 quarters. The position peaked at $2K in Q4 2021. 231 funds tracked by Wall St. Rank hold PEB as of Q3 2023.

  • Bell Investment Advisors reported no remaining Pebblebrook Hotel Trust position as of Q3 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 37 Pebblebrook Hotel Trust shares in Q3 2023, an estimated $516.
  • Bell Investment Advisors first reported a position in Pebblebrook Hotel Trust in Q3 2021 and held it in 6 quarters.
  • Bell Investment Advisors's Pebblebrook Hotel Trust position peaked at $2K in Q4 2021.
  • 231 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q3 2023.

Based on Bell Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.