DBT
PSTL

Dubuque Bank & Trust’s Postal Realty Trust PSTL Stock Holding History

Dubuque Bank & Trust’s Portfolio PSTL Stock Details PSTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.85M Sell
136,971
-3,178
-2% -$46.1K 0.25% 74
2023
Q2 		$2.06M Sell
140,149
-4,713
-3% -$69.7K 0.27% 70
2023
Q1 		$2.2M Buy
144,862
+6,843
+5% +$103K 0.28% 71
2022
Q4 		$2M Sell
138,019
-4,104
-3% -$62.6K 0.26% 72
2022
Q3 		$2.08M Sell
142,123
-4,465
-3% -$69.4K 0.29% 71
2022
Q2 		$2.18M Buy
146,588
+5,747
+4% +$91.9K 0.28% 75
2022
Q1 		$2.37M Buy
140,841
+2,035
+1% +$36.2K 0.26% 74
2021
Q4 		$2.75M Buy
138,806
+73,420
+112% +$1.37M 0.29% 71
2021
Q3 		$1.22M Sell
65,386
-1,511
-2% -$29K 0.14% 93
2021
Q2 		$1.22M Sell
66,897
-3,183
-5% -$62K 0.14% 100
2021
Q1 		$1.2M Buy
70,080
+5,538
+9% +$90.5K 0.14% 96
2020
Q4 		$1.09M Sell
64,542
-2,067
-3% -$32K 0.13% 96
2020
Q3 		$1.01M Sell
66,609
-13,075
-16% -$193K 0.15% 95
2020
Q2 		$1.27M Sell
79,684
-8,709
-10% -$138K 0.2% 87
2020
Q1 		$1.4M Buy
88,393
+1,307
+2% +$20.4K 0.26% 78
2019
Q4 		$1.48M Buy
87,086
+3,250
+4% +$52.8K 0.23% 84
2019
Q3 		$1.33M Buy
+83,836
New +$1.27M 0.22% 80

Other funds holding PSTL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Dubuque Bank & Trust's PSTL Position: Q3 2023 in Review

Dubuque Bank & Trust reduced its Postal Realty Trust (PSTL) stake by 2.3% in Q3 2023, selling an estimated $46.1K and leaving 136,971 shares worth $1.85M. The position accounts for 0.25% of the portfolio, ranked #74.

Dubuque Bank & Trust first reported a position in PSTL in Q3 2019 and has held it in 17 quarters since. The position peaked at $2.75M in Q4 2021. 111 funds tracked by Wall St. Rank hold PSTL as of Q3 2023.

  • Dubuque Bank & Trust held 136,971 shares of Postal Realty Trust worth $1.85M as of Q3 2023.
  • Dubuque Bank & Trust sold 3,178 Postal Realty Trust shares in Q3 2023, an estimated $46.1K.
  • Postal Realty Trust made up 0.25% of Dubuque Bank & Trust's portfolio in Q3 2023, its #74 holding.
  • Dubuque Bank & Trust first reported a position in Postal Realty Trust in Q3 2019 and has held it in 17 quarters since.
  • Dubuque Bank & Trust's Postal Realty Trust position peaked at $2.75M in Q4 2021.
  • 111 funds tracked by Wall St. Rank held Postal Realty Trust as of Q3 2023.

Based on Dubuque Bank & Trust's 13F filing for Q3 2023, filed 27 Oct 2023.