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Investment Partners’s Peoples Bancorp PEBO Stock Holding History

Investment Partners’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
2022
Q4 		– Sell
-21,475
Closed -$621K – 214
2022
Q3 		$621K Buy
+21,475
New +$632K 0.18% 114
2020
Q1 		– Sell
-8,652
Closed -$300K – 138
2019
Q4 		$300K Hold
8,652
– – 0.2% 109
2019
Q3 		$275K Hold
8,652
– – 0.2% 111
2019
Q2 		$279K Hold
8,652
– – 0.2% 108
2019
Q1 		$268K Hold
8,652
– – 0.19% 111
2018
Q4 		$260K Sell
8,652
-1,333
-13% -$44.4K 0.22% 99
2018
Q3 		$257 Hold
9,985
– – 0.14% 97
2018
Q2 		$377K Hold
9,985
– – 0.28% 77
2018
Q1 		$354K Hold
9,985
– – 0.26% 82
2017
Q4 		$326K Hold
9,985
– – 0.24% 96
2017
Q3 		$335K Hold
9,985
– – 0.29% 84
2017
Q2 		$321K Buy
9,985
+2,000
+25% +$64.4K 0.29% 85
2017
Q1 		$253K Sell
7,985
-3,000
-27% -$95.9K 0.24% 94
2016
Q4 		$357K Sell
10,985
-20,309
-65% -$562K 0.35% 75
2016
Q3 		$770K Buy
31,294
+16,139
+106% +$374K 0.44% 74
2016
Q2 		$330K Sell
15,155
-22,925
-60% -$482K 0.33% 80
2016
Q1 		$717K Buy
38,080
+22,925
+151% +$417K 0.47% 67
2015
Q4 		$286K Sell
15,155
-1,391
-8% -$28K 0.34% 78
2015
Q3 		$345K Hold
16,546
– – 0.45% 69
2015
Q2 		$387K Hold
16,546
– – 0.47% 72
2015
Q1 		$391K Sell
16,546
-1,968
-11% -$47.1K 0.43% 72
2014
Q4 		$480K Buy
+18,514
New +$461K 0.55% 63

Other funds holding PEBO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PBO
Peoples Bank (Ohio) Marietta, Ohio $163M AUM 18.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Investment Partners's PEBO Position: Q4 2022 in Review

Investment Partners sold out of Peoples Bancorp (PEBO) in Q4 2022, closing a stake of 21,475 shares — an estimated $621K sold.

Investment Partners first reported a position in PEBO in Q4 2014 and held it in 22 quarters. The position peaked at $770K in Q3 2016. 150 funds tracked by Wall St. Rank hold PEBO as of Q4 2022.

  • Investment Partners reported no remaining Peoples Bancorp position as of Q4 2022 after selling out during the quarter.
  • Investment Partners sold 21,475 Peoples Bancorp shares in Q4 2022, an estimated $621K.
  • Investment Partners first reported a position in Peoples Bancorp in Q4 2014 and held it in 22 quarters.
  • Investment Partners's Peoples Bancorp position peaked at $770K in Q3 2016.
  • 150 funds tracked by Wall St. Rank held Peoples Bancorp as of Q4 2022.

Based on Investment Partners's 13F filing for Q4 2022, filed 18 Jan 2023.