Ellevest Inc’s Peoples Bancorp PEBO Stock Holding History

Ellevest Inc’s Portfolio PEBO Stock Details PEBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-54	Closed	-$2K	–	1376
2021 Q1	$2K	Buy	+54	New	+$1.73K	﹤0.01%	1077

Other funds holding PEBO

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

PBO

Peoples Bank (Ohio) Marietta, Ohio $163M AUM 18.72% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ellevest Inc's PEBO Position: Q2 2021 in Review

Ellevest Inc sold out of Peoples Bancorp (PEBO) in Q2 2021, closing a stake of 54 shares — an estimated $2K sold.

Ellevest Inc first reported a position in PEBO in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 125 funds tracked by Wall St. Rank hold PEBO as of Q2 2021.

Ellevest Inc reported no remaining Peoples Bancorp position as of Q2 2021 after selling out during the quarter.
Ellevest Inc sold 54 Peoples Bancorp shares in Q2 2021, an estimated $2K.
Ellevest Inc first reported a position in Peoples Bancorp in Q1 2021 and held it in 1 quarter.
Ellevest Inc's Peoples Bancorp position peaked at $2K in Q1 2021.
125 funds tracked by Wall St. Rank held Peoples Bancorp as of Q2 2021.

Based on Ellevest Inc's 13F filing for Q2 2021, filed 13 Jul 2021.