CAM
PEI

Costello Asset Management’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Costello Asset Management’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
2022
Q4 		– Sell
-160
Closed – – 224
2022
Q3 		$0 Hold
160
– – ﹤0.01% 241
2022
Q2 		$1K Hold
160
– – ﹤0.01% 228
2022
Q1 		$2K Hold
160
– – ﹤0.01% 226
2021
Q4 		$2K Hold
160
– – ﹤0.01% 230
2021
Q3 		$5K Hold
160
– – ﹤0.01% 197
2021
Q2 		$6K Hold
160
– – ﹤0.01% 193
2021
Q1 		$5K Hold
160
– – ﹤0.01% 217
2020
Q4 		$2K Sell
160
-67
-30% -$756 ﹤0.01% 229
2020
Q3 		$2K Hold
227
– – ﹤0.01% 219
2020
Q2 		$5K Buy
+227
New +$4.09K ﹤0.01% 191

Other funds holding PEI

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Costello Asset Management's PEI Position: Q4 2022 in Review

Costello Asset Management sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q4 2022, closing a stake of 160 shares.

Costello Asset Management first reported a position in PEI in Q2 2020 and held it in 10 quarters. The position peaked at $6K in Q2 2021. 4 funds tracked by Wall St. Rank hold PEI as of Q4 2022.

  • Costello Asset Management reported no remaining Pennsylvania Real Estate Investment Trust position as of Q4 2022 after selling out during the quarter.
  • Costello Asset Management sold 160 Pennsylvania Real Estate Investment Trust shares in Q4 2022.
  • Costello Asset Management first reported a position in Pennsylvania Real Estate Investment Trust in Q2 2020 and held it in 10 quarters.
  • Costello Asset Management's Pennsylvania Real Estate Investment Trust position peaked at $6K in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q4 2022.

Based on Costello Asset Management's 13F filing for Q4 2022, filed 2 Feb 2023.