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Foster Dykema Cabot & Co’s Peapack-Gladstone Financial PGC Stock Holding History

Foster Dykema Cabot & Co’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
2023
Q3 		$32K Hold
1,231
– – ﹤0.01% 180
2023
Q2 		$33K Hold
1,231
– – ﹤0.01% 182
2023
Q1 		$36K Buy
+1,231
New +$43.6K ﹤0.01% 158

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Foster Dykema Cabot & Co's PGC Position: Q3 2023 in Review

Foster Dykema Cabot & Co held its Peapack-Gladstone Financial (PGC) position steady in Q3 2023 at 1,231 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #180.

Foster Dykema Cabot & Co first reported a position in PGC in Q1 2023 and has held it in 3 quarters since. The position peaked at $36K in Q1 2023. 119 funds tracked by Wall St. Rank hold PGC as of Q3 2023.

  • Foster Dykema Cabot & Co held 1,231 shares of Peapack-Gladstone Financial worth $32K as of Q3 2023.
  • Foster Dykema Cabot & Co left its Peapack-Gladstone Financial share count unchanged in Q3 2023.
  • Peapack-Gladstone Financial made up ﹤0.01% of Foster Dykema Cabot & Co's portfolio in Q3 2023, its #180 holding.
  • Foster Dykema Cabot & Co first reported a position in Peapack-Gladstone Financial in Q1 2023 and has held it in 3 quarters since.
  • Foster Dykema Cabot & Co's Peapack-Gladstone Financial position peaked at $36K in Q1 2023.
  • 119 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q3 2023.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.