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HM Payson & Co’s Peoples Bancorp PEBO Stock Holding History

HM Payson & Co’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
2023
Q2 		– Sell
-1,100
Closed -$28.3K – 1042
2023
Q1 		$28.3K Sell
1,100
-1,600
-59% -$46.1K ﹤0.01% 662
2022
Q4 		$76.3K Sell
2,700
-5,000
-65% -$147K ﹤0.01% 502
2022
Q3 		$223K Sell
7,700
-13,700
-64% -$403K 0.01% 346
2022
Q2 		$569K Sell
21,400
-1,200
-5% -$34K 0.01% 238
2022
Q1 		$708K Sell
22,600
-800
-3% -$25.9K 0.02% 235
2021
Q4 		$744K Buy
+23,400
New +$752K 0.02% 238

Other funds holding PEBO

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PBO
Peoples Bank (Ohio) Marietta, Ohio $163M AUM 18.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

HM Payson & Co's PEBO Position: Q2 2023 in Review

HM Payson & Co sold out of Peoples Bancorp (PEBO) in Q2 2023, closing a stake of 1,100 shares — an estimated $28.3K sold.

HM Payson & Co first reported a position in PEBO in Q4 2021 and held it in 6 quarters. The position peaked at $744K in Q4 2021. 141 funds tracked by Wall St. Rank hold PEBO as of Q2 2023.

  • HM Payson & Co reported no remaining Peoples Bancorp position as of Q2 2023 after selling out during the quarter.
  • HM Payson & Co sold 1,100 Peoples Bancorp shares in Q2 2023, an estimated $28.3K.
  • HM Payson & Co first reported a position in Peoples Bancorp in Q4 2021 and held it in 6 quarters.
  • HM Payson & Co's Peoples Bancorp position peaked at $744K in Q4 2021.
  • 141 funds tracked by Wall St. Rank held Peoples Bancorp as of Q2 2023.

Based on HM Payson & Co's 13F filing for Q2 2023, filed 17 Jul 2023.