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Harbor Investment Advisory’s Peapack-Gladstone Financial PGC Stock Holding History

Harbor Investment Advisory’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 		– Sell
-58
Closed -$1.57K – 1300
2023
Q2 		$1.57K Buy
+58
New +$1.58K ﹤0.01% 1233
2020
Q3 		– Sell
-60
Closed -$1K – 1216
2020
Q2 		$1K Buy
+60
New +$1.06K ﹤0.01% 1100

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

Harbor Investment Advisory's PGC Position: Q3 2023 in Review

Harbor Investment Advisory sold out of Peapack-Gladstone Financial (PGC) in Q3 2023, closing a stake of 58 shares — an estimated $1.57K sold.

Harbor Investment Advisory first reported a position in PGC in Q2 2020 and held it in 2 quarters. The position peaked at $1.57K in Q2 2023. 119 funds tracked by Wall St. Rank hold PGC as of Q3 2023.

  • Harbor Investment Advisory reported no remaining Peapack-Gladstone Financial position as of Q3 2023 after selling out during the quarter.
  • Harbor Investment Advisory sold 58 Peapack-Gladstone Financial shares in Q3 2023, an estimated $1.57K.
  • Harbor Investment Advisory first reported a position in Peapack-Gladstone Financial in Q2 2020 and held it in 2 quarters.
  • Harbor Investment Advisory's Peapack-Gladstone Financial position peaked at $1.57K in Q2 2023.
  • 119 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q3 2023.

Based on Harbor Investment Advisory's 13F filing for Q3 2023, filed 13 Oct 2023.