CAM
PEB icon

Congress Asset Management’s Pebblebrook Hotel Trust PEB Stock Holding History

Congress Asset Management’s Portfolio PEB Stock Details PEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-20,173
Closed -$253K – 354
2020
Q3 		$253K Hold
20,173
– – ﹤0.01% 324
2020
Q2 		$276K Buy
20,173
+815
+4% +$10.1K ﹤0.01% 309
2020
Q1 		$211K Hold
19,358
– – ﹤0.01% 324
2019
Q4 		$519K Sell
19,358
-5,370
-22% -$142K 0.01% 303
2019
Q3 		$688K Sell
24,728
-2,485
-9% -$68.2K 0.01% 301
2019
Q2 		$767K Hold
27,213
– – 0.01% 304
2019
Q1 		$845K Sell
27,213
-455
-2% -$14.3K 0.01% 300
2018
Q4 		$783K Buy
27,668
+950
+4% +$31.5K 0.01% 311
2018
Q3 		$972K Buy
26,718
+1,990
+8% +$75.9K 0.01% 307
2018
Q2 		$959K Hold
24,728
– – 0.01% 303
2018
Q1 		$849K Buy
24,728
+458
+2% +$16.6K 0.01% 316
2017
Q4 		$902K Sell
24,270
-425
-2% -$15.7K 0.01% 315
2017
Q3 		$892K Buy
+24,695
New +$821K 0.01% 327

Other funds holding PEB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Congress Asset Management's PEB Position: Q4 2020 in Review

Congress Asset Management sold out of Pebblebrook Hotel Trust (PEB) in Q4 2020, closing a stake of 20,173 shares — an estimated $253K sold.

Congress Asset Management first reported a position in PEB in Q3 2017 and held it in 13 quarters. The position peaked at $972K in Q3 2018. 235 funds tracked by Wall St. Rank hold PEB as of Q4 2020.

  • Congress Asset Management reported no remaining Pebblebrook Hotel Trust position as of Q4 2020 after selling out during the quarter.
  • Congress Asset Management sold 20,173 Pebblebrook Hotel Trust shares in Q4 2020, an estimated $253K.
  • Congress Asset Management first reported a position in Pebblebrook Hotel Trust in Q3 2017 and held it in 13 quarters.
  • Congress Asset Management's Pebblebrook Hotel Trust position peaked at $972K in Q3 2018.
  • 235 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q4 2020.

Based on Congress Asset Management's 13F filing for Q4 2020, filed 26 Jan 2021.