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Denali Advisors’s Peapack-Gladstone Financial PGC Stock Holding History

Denali Advisors’s Portfolio PGC Stock Details PGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,400
Closed -$204K – 381
2024
Q1 		$204K Buy
+8,400
New +$215K 0.06% 224
2020
Q4 		– Sell
-1,450
Closed -$22K – 426
2020
Q3 		$22K Buy
+1,450
New +$24.3K ﹤0.01% 326

Other funds holding PGC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return

Denali Advisors's PGC Position: Q2 2024 in Review

Denali Advisors sold out of Peapack-Gladstone Financial (PGC) in Q2 2024, closing a stake of 8,400 shares — an estimated $204K sold.

Denali Advisors first reported a position in PGC in Q3 2020 and held it in 2 quarters. The position peaked at $204K in Q1 2024. 113 funds tracked by Wall St. Rank hold PGC as of Q2 2024.

  • Denali Advisors reported no remaining Peapack-Gladstone Financial position as of Q2 2024 after selling out during the quarter.
  • Denali Advisors sold 8,400 Peapack-Gladstone Financial shares in Q2 2024, an estimated $204K.
  • Denali Advisors first reported a position in Peapack-Gladstone Financial in Q3 2020 and held it in 2 quarters.
  • Denali Advisors's Peapack-Gladstone Financial position peaked at $204K in Q1 2024.
  • 113 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2024.

Based on Denali Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.