CGH
PBCT

Crossmark Global Holdings’s People's United Financial Inc PBCT Stock Holding History

Crossmark Global Holdings’s Portfolio PBCT Stock Details PBCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-25,641
Closed -$512K – 1363
2022
Q1 		$512K Buy
25,641
+646
+3% +$13.2K 0.01% 895
2021
Q4 		$445K Sell
24,995
-23,090
-48% -$412K 0.01% 953
2021
Q3 		$840K Buy
48,085
+1
+0% +$16 0.02% 664
2021
Q2 		$824K Sell
48,084
-271,910
-85% -$4.97M 0.02% 677
2021
Q1 		$5.73M Sell
319,994
-51,630
-14% -$831K 0.14% 165
2020
Q4 		$4.8M Buy
371,624
+27,476
+8% +$330K 0.12% 187
2020
Q3 		$3.55M Sell
344,148
-38,094
-10% -$414K 0.1% 221
2020
Q2 		$4.42M Sell
382,242
-37,456
-9% -$436K 0.13% 174
2020
Q1 		$4.64M Sell
419,698
-41,199
-9% -$612K 0.17% 150
2019
Q4 		$7.79M Buy
460,897
+5,566
+1% +$91.2K 0.21% 121
2019
Q3 		$7.12M Buy
455,331
+4,248
+0.9% +$66.4K 0.21% 123
2019
Q2 		$7.57M Buy
451,083
+10,411
+2% +$173K 0.21% 121
2019
Q1 		$7.25M Buy
440,672
+71,520
+19% +$1.19M 0.21% 131
2018
Q4 		$5.33M Sell
369,152
-2,569
-0.7% -$40.7K 0.17% 160
2018
Q3 		$6.36M Buy
371,721
+13,266
+4% +$243K 0.16% 148
2018
Q2 		$6.48M Buy
358,455
+13,496
+4% +$251K 0.17% 136
2018
Q1 		$6.44M Sell
344,959
-3,540
-1% -$68.8K 0.17% 151
2017
Q4 		$6.52M Buy
348,499
+4,688
+1% +$86.8K 0.16% 160
2017
Q3 		$6.24M Buy
+343,811
New +$5.93M 0.16% 153
2016
Q3 		$6.24M Buy
+343,811
New +$5.34M 0.16% 153

Other funds holding PBCT

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

Crossmark Global Holdings's PBCT Position: Q2 2022 in Review

Crossmark Global Holdings sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 25,641 shares — an estimated $512K sold.

Crossmark Global Holdings first reported a position in PBCT in Q3 2016 and held it in 20 quarters. The position peaked at $7.79M in Q4 2019. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Crossmark Global Holdings reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Crossmark Global Holdings sold 25,641 People's United Financial Inc shares in Q2 2022, an estimated $512K.
  • Crossmark Global Holdings first reported a position in People's United Financial Inc in Q3 2016 and held it in 20 quarters.
  • Crossmark Global Holdings's People's United Financial Inc position peaked at $7.79M in Q4 2019.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Crossmark Global Holdings's 13F filing for Q2 2022, filed 29 Jul 2022.