CC
PEI

Cedar Capital’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Cedar Capital’s Portfolio PEI Stock Details PEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-6,523
Closed -$522K – 192
2019
Q4 		$522K Sell
6,523
-1,462
-18% -$122K 0.24% 124
2019
Q3 		$685K Sell
7,985
-765
-9% -$64.8K 0.32% 96
2019
Q2 		$853K Sell
8,750
-2,247
-20% -$218K 0.36% 78
2019
Q1 		$1.04M Buy
10,997
+1,560
+17% +$154K 0.46% 59
2018
Q4 		$841K Sell
9,437
-1,461
-13% -$182K 0.43% 63
2018
Q3 		$1.55M Buy
+10,898
New +$1.69M 0.6% 39

Other funds holding PEI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cedar Capital's PEI Position: Q1 2020 in Review

Cedar Capital sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q1 2020, closing a stake of 6,523 shares — an estimated $522K sold.

Cedar Capital first reported a position in PEI in Q3 2018 and held it in 6 quarters. The position peaked at $1.55M in Q3 2018. 137 funds tracked by Wall St. Rank hold PEI as of Q1 2020.

  • Cedar Capital reported no remaining Pennsylvania Real Estate Investment Trust position as of Q1 2020 after selling out during the quarter.
  • Cedar Capital sold 6,523 Pennsylvania Real Estate Investment Trust shares in Q1 2020, an estimated $522K.
  • Cedar Capital first reported a position in Pennsylvania Real Estate Investment Trust in Q3 2018 and held it in 6 quarters.
  • Cedar Capital's Pennsylvania Real Estate Investment Trust position peaked at $1.55M in Q3 2018.
  • 137 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q1 2020.

Based on Cedar Capital's 13F filing for Q1 2020, filed 23 Apr 2020.