Berman Capital Advisors’s Peoples Bancorp PEBO Stock Holding History

Berman Capital Advisors’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
2021 Q3	$3K	Hold	109	–	–	﹤0.01%	1607
2021 Q2	$3K	Hold	109	–	–	﹤0.01%	1508
2021 Q1	$3K	Sell	109 -1	-0.9%	-$32	﹤0.01%	1430
2020 Q4	$2K	Hold	110	–	–	﹤0.01%	1425
2020 Q3	$2K	Buy	+110	New	+$2.26K	﹤0.01%	1325
2020 Q2	–	Sell	-233	Closed	-$5K	–	1767
2020 Q1	$5K	Hold	233	–	–	﹤0.01%	896
2019 Q4	$8K	Hold	233	–	–	﹤0.01%	836
2019 Q3	$7K	Buy	+233	New	+$7.4K	﹤0.01%	846

Other funds holding PEBO

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

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

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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Berman Capital Advisors's PEBO Position: Q3 2021 in Review

Berman Capital Advisors held its Peoples Bancorp (PEBO) position steady in Q3 2021 at 109 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1607.

Berman Capital Advisors first reported a position in PEBO in Q3 2019 and has held it in 8 quarters since. The position peaked at $8K in Q4 2019. 137 funds tracked by Wall St. Rank hold PEBO as of Q3 2021.

Berman Capital Advisors held 109 shares of Peoples Bancorp worth $3K as of Q3 2021.
Berman Capital Advisors left its Peoples Bancorp share count unchanged in Q3 2021.
Peoples Bancorp made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1607 holding.
Berman Capital Advisors first reported a position in Peoples Bancorp in Q3 2019 and has held it in 8 quarters since.
Berman Capital Advisors's Peoples Bancorp position peaked at $8K in Q4 2019.
137 funds tracked by Wall St. Rank held Peoples Bancorp as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.