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Greenwich Investment Management’s Peapack-Gladstone Financial PGC Stock Holding History

Greenwich Investment Management’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
Q4 		– Sell
-22,835
Closed -$586K – 43
2023
Q3 		$586K Sell
22,835
-1,575
-6% -$43.6K 0.46% 27
2023
Q2 		$661K Sell
24,410
-40
-0.2% -$1.09K 0.5% 26
2023
Q1 		$724K Hold
24,450
– – 0.56% 27
2022
Q4 		$910K Buy
+24,450
New +$933K 0.73% 24

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Greenwich Investment Management's PGC Position: Q4 2023 in Review

Greenwich Investment Management sold out of Peapack-Gladstone Financial (PGC) in Q4 2023, closing a stake of 22,835 shares — an estimated $586K sold.

Greenwich Investment Management first reported a position in PGC in Q4 2022 and held it in 4 quarters. The position peaked at $910K in Q4 2022. 121 funds tracked by Wall St. Rank hold PGC as of Q4 2023.

  • Greenwich Investment Management reported no remaining Peapack-Gladstone Financial position as of Q4 2023 after selling out during the quarter.
  • Greenwich Investment Management sold 22,835 Peapack-Gladstone Financial shares in Q4 2023, an estimated $586K.
  • Greenwich Investment Management first reported a position in Peapack-Gladstone Financial in Q4 2022 and held it in 4 quarters.
  • Greenwich Investment Management's Peapack-Gladstone Financial position peaked at $910K in Q4 2022.
  • 121 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q4 2023.

Based on Greenwich Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.