JCM
PEI

Jacobi Capital Management’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Jacobi Capital Management’s Portfolio PEI Stock Details PEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-67
Closed -$2K – 1462
2021
Q3 		$2K Hold
67
– – ﹤0.01% 1358
2021
Q2 		$2K Hold
67
– – ﹤0.01% 1300
2021
Q1 		$2K Buy
+67
New +$1.99K ﹤0.01% 1277

Other funds holding PEI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Jacobi Capital Management sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q4 2021, closing a stake of 67 shares — an estimated $2K sold.

Jacobi Capital Management first reported a position in PEI in Q1 2021 and held it in 3 quarters. The position peaked at $2K in Q3 2021. 74 funds tracked by Wall St. Rank hold PEI as of Q4 2021.

  • Jacobi Capital Management reported no remaining Pennsylvania Real Estate Investment Trust position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 67 Pennsylvania Real Estate Investment Trust shares in Q4 2021, an estimated $2K.
  • Jacobi Capital Management first reported a position in Pennsylvania Real Estate Investment Trust in Q1 2021 and held it in 3 quarters.
  • Jacobi Capital Management's Pennsylvania Real Estate Investment Trust position peaked at $2K in Q3 2021.
  • 74 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q4 2021.

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