CT
PEBO icon

Caldwell Trust’s Peoples Bancorp PEBO Stock Holding History

Caldwell Trust’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
2020
Q3 		– Sell
-2,590
Closed -$55.1K – 757
2020
Q2 		$55.1K Sell
2,590
-2,000
-44% -$43.7K 0.01% 398
2020
Q1 		$102K Hold
4,590
– – 0.02% 322
2019
Q4 		$159K Buy
+4,590
New +$150K 0.02% 305

Other funds holding PEBO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
PBO
Peoples Bank (Ohio) Marietta, Ohio $195M AUM 28.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Caldwell Trust's PEBO Position: Q3 2020 in Review

Caldwell Trust sold out of Peoples Bancorp (PEBO) in Q3 2020, closing a stake of 2,590 shares — an estimated $55.1K sold.

Caldwell Trust first reported a position in PEBO in Q4 2019 and held it in 3 quarters. The position peaked at $159K in Q4 2019. 109 funds tracked by Wall St. Rank hold PEBO as of Q3 2020.

  • Caldwell Trust reported no remaining Peoples Bancorp position as of Q3 2020 after selling out during the quarter.
  • Caldwell Trust sold 2,590 Peoples Bancorp shares in Q3 2020, an estimated $55.1K.
  • Caldwell Trust first reported a position in Peoples Bancorp in Q4 2019 and held it in 3 quarters.
  • Caldwell Trust's Peoples Bancorp position peaked at $159K in Q4 2019.
  • 109 funds tracked by Wall St. Rank held Peoples Bancorp as of Q3 2020.

Based on Caldwell Trust's 13F filing for Q3 2020, filed 2 Oct 2025.