Carmel Capital Partners’s PotlatchDeltic PCH Stock Holding History

Carmel Capital Partners’s Portfolio PCH Stock Details PCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-800	Closed	-$36.3K	–	534
2023 Q3	$36.3K	Hold	800	–	–	0.02%	271
2023 Q2	$42.3K	Hold	800	–	–	0.02%	216
2023 Q1	$39.6K	Buy	+800	New	+$37.6K	0.02%	256

Other funds holding PCH

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Carmel Capital Partners's PCH Position: Q4 2023 in Review

Carmel Capital Partners sold out of PotlatchDeltic (PCH) in Q4 2023, closing a stake of 800 shares — an estimated $36.3K sold.

Carmel Capital Partners first reported a position in PCH in Q1 2023 and held it in 3 quarters. The position peaked at $42.3K in Q2 2023. 301 funds tracked by Wall St. Rank hold PCH as of Q4 2023.

Carmel Capital Partners reported no remaining PotlatchDeltic position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 800 PotlatchDeltic shares in Q4 2023, an estimated $36.3K.
Carmel Capital Partners first reported a position in PotlatchDeltic in Q1 2023 and held it in 3 quarters.
Carmel Capital Partners's PotlatchDeltic position peaked at $42.3K in Q2 2023.
301 funds tracked by Wall St. Rank held PotlatchDeltic as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.