Envestnet Portfolio Solutions
PEB icon

Envestnet Portfolio Solutions’s Pebblebrook Hotel Trust PEB Stock Holding History

Envestnet Portfolio Solutions’s Portfolio PEB Stock Details PEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,869
Closed -$148K – 1587
2023
Q3 		$148K Buy
+10,869
New +$156K ﹤0.01% 1454

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State Street
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Principal Financial Group
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Envestnet Portfolio Solutions's PEB Position: Q4 2023 in Review

Envestnet Portfolio Solutions sold out of Pebblebrook Hotel Trust (PEB) in Q4 2023, closing a stake of 10,869 shares — an estimated $148K sold.

Envestnet Portfolio Solutions first reported a position in PEB in Q3 2023 and held it in 1 quarter. The position peaked at $148K in Q3 2023. 235 funds tracked by Wall St. Rank hold PEB as of Q4 2023.

  • Envestnet Portfolio Solutions reported no remaining Pebblebrook Hotel Trust position as of Q4 2023 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 10,869 Pebblebrook Hotel Trust shares in Q4 2023, an estimated $148K.
  • Envestnet Portfolio Solutions first reported a position in Pebblebrook Hotel Trust in Q3 2023 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's Pebblebrook Hotel Trust position peaked at $148K in Q3 2023.
  • 235 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q4 2023.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2023, filed 7 Feb 2024.