Blue Trust Inc’s Peoples Bancorp PEBO Stock Holding History

Blue Trust Inc’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
2024 Q4	–	Sell	-75	Closed	-$2.25K	–	2836
2024 Q3	$2.25K	Buy	+75	New	+$2.32K	﹤0.01%	2558
2024 Q1	–	Sell	-57	Closed	-$1K	–	2581
2023 Q4	$1K	Sell	57 -93	-62%	-$2.71K	﹤0.01%	2383
2023 Q3	$4K	Hold	150	–	–	﹤0.01%	1707
2023 Q2	$4K	Hold	150	–	–	﹤0.01%	1612
2023 Q1	$4K	Hold	150	–	–	﹤0.01%	1856
2022 Q4	$4K	Buy	150 +75	+100%	+$2.21K	﹤0.01%	1803
2022 Q3	$2K	Hold	75	–	–	﹤0.01%	1812
2022 Q2	$2K	Buy	+75	New	+$2.13K	﹤0.01%	1684

Other funds holding PEBO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

PMG

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

PBO

Peoples Bank (Ohio) Marietta, Ohio $195M AUM 28.11% 1-Year Est. Return

Blue Trust Inc's PEBO Position: Q4 2024 in Review

Blue Trust Inc sold out of Peoples Bancorp (PEBO) in Q4 2024, closing a stake of 75 shares — an estimated $2.25K sold.

Blue Trust Inc first reported a position in PEBO in Q2 2022 and held it in 8 quarters. The position peaked at $4K in Q3 2023. 180 funds tracked by Wall St. Rank hold PEBO as of Q4 2024.

Blue Trust Inc reported no remaining Peoples Bancorp position as of Q4 2024 after selling out during the quarter.
Blue Trust Inc sold 75 Peoples Bancorp shares in Q4 2024, an estimated $2.25K.
Blue Trust Inc first reported a position in Peoples Bancorp in Q2 2022 and held it in 8 quarters.
Blue Trust Inc's Peoples Bancorp position peaked at $4K in Q3 2023.
180 funds tracked by Wall St. Rank held Peoples Bancorp as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.