BHZ Capital Management’s Peoples Bancorp PEBO Stock Holding History

BHZ Capital 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
2021 Q4	–	Sell	-35,839	Closed	-$1.13M	–	141
2021 Q3	$1.13M	Buy	+35,839	New	+$1.08M	0.39%	69
2020 Q3	–	Sell	-14,624	Closed	-$311K	–	144
2020 Q2	$311K	Buy	+14,624	New	+$320K	0.12%	114
2019 Q1	–	Sell	-29,242	Closed	-$880K	–	145
2018 Q4	$880K	Sell	29,242 -10,473	-26%	-$349K	0.23%	96
2018 Q3	$1.39M	Hold	39,715	–	–	0.35%	77
2018 Q2	$1.55M	Buy	39,715 +21,028	+113%	+$777K	0.44%	62
2018 Q1	$662K	Sell	18,687 -8,755	-32%	-$306K	0.22%	86
2017 Q4	$895K	Sell	27,442 -9,962	-27%	-$332K	0.32%	76
2017 Q3	$1.26M	Hold	37,404	–	–	0.41%	68
2017 Q2	$1.2M	Buy	37,404 +600	+2%	+$19.3K	0.4%	63
2017 Q1	$1.17M	Hold	36,804	–	–	0.45%	61
2016 Q4	$1.2M	Hold	36,804	–	–	0.49%	54
2016 Q3	$905K	Hold	36,804	–	–	0.59%	50
2016 Q2	$802K	Hold	36,804	–	–	0.58%	42
2016 Q1	$719K	Buy	+36,804	New	+$670K	0.49%	43

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 $163M AUM 18.72% 1-Year Est. Return

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 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

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

BHZ Capital Management's PEBO Position: Q4 2021 in Review

BHZ Capital Management sold out of Peoples Bancorp (PEBO) in Q4 2021, closing a stake of 35,839 shares — an estimated $1.13M sold.

BHZ Capital Management first reported a position in PEBO in Q1 2016 and held it in 14 quarters. The position peaked at $1.55M in Q2 2018. 142 funds tracked by Wall St. Rank hold PEBO as of Q4 2021.

BHZ Capital Management reported no remaining Peoples Bancorp position as of Q4 2021 after selling out during the quarter.
BHZ Capital Management sold 35,839 Peoples Bancorp shares in Q4 2021, an estimated $1.13M.
BHZ Capital Management first reported a position in Peoples Bancorp in Q1 2016 and held it in 14 quarters.
BHZ Capital Management's Peoples Bancorp position peaked at $1.55M in Q2 2018.
142 funds tracked by Wall St. Rank held Peoples Bancorp as of Q4 2021.

Based on BHZ Capital Management's 13F filing for Q4 2021, filed 7 Feb 2022.