Jacobi Capital Management’s People's United Financial Inc PBCT Stock Holding History

Jacobi Capital Management’s Portfolio PBCT Stock Details PBCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,376	Closed	-$24K	–	1441
2021 Q3	$24K	Hold	1,376	–	–	﹤0.01%	826
2021 Q2	$24K	Buy	1,376 +228	+20%	+$4.17K	﹤0.01%	796
2021 Q1	$21K	Hold	1,148	–	–	﹤0.01%	776
2020 Q4	$15K	Hold	1,148	–	–	﹤0.01%	794
2020 Q3	$12K	Hold	1,148	–	–	﹤0.01%	783
2020 Q2	$13K	Hold	1,148	–	–	﹤0.01%	741
2020 Q1	$13K	Sell	1,148 -78	-6%	-$1.16K	﹤0.01%	667
2019 Q4	$21K	Hold	1,226	–	–	﹤0.01%	621
2019 Q3	$19K	Hold	1,226	–	–	﹤0.01%	626
2019 Q2	$21K	Buy	1,226 +78	+7%	+$1.29K	﹤0.01%	604
2019 Q1	$19K	Hold	1,148	–	–	﹤0.01%	590
2018 Q4	$17K	Hold	1,148	–	–	﹤0.01%	566
2018 Q3	$20K	Hold	1,148	–	–	0.01%	587
2018 Q2	$21K	Hold	1,148	–	–	0.01%	578
2018 Q1	$21K	Hold	1,148	–	–	0.01%	557
2017 Q4	$22K	Hold	1,148	–	–	0.01%	526
2017 Q3	$21K	Buy	+1,148	New	+$19.8K	0.01%	497

Other funds holding PBCT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Jacobi Capital Management's PBCT Position: Q4 2021 in Review

Jacobi Capital Management sold out of People's United Financial Inc (PBCT) in Q4 2021, closing a stake of 1,376 shares — an estimated $24K sold.

Jacobi Capital Management first reported a position in PBCT in Q3 2017 and held it in 17 quarters. The position peaked at $24K in Q3 2021. 503 funds tracked by Wall St. Rank hold PBCT as of Q4 2021.

Jacobi Capital Management reported no remaining People's United Financial Inc position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 1,376 People's United Financial Inc shares in Q4 2021, an estimated $24K.
Jacobi Capital Management first reported a position in People's United Financial Inc in Q3 2017 and held it in 17 quarters.
Jacobi Capital Management's People's United Financial Inc position peaked at $24K in Q3 2021.
503 funds tracked by Wall St. Rank held People's United Financial Inc as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.