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Jupiter Asset Management’s Peoples Bancorp PEBO Stock Holding History

Jupiter Asset Management’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
2024
Q2 		– Sell
-9,031
Closed -$267K – 453
2024
Q1 		$267K Hold
9,031
– – ﹤0.01% 408
2023
Q4 		$305K Hold
9,031
– – ﹤0.01% 431
2023
Q3 		$229K Buy
+9,031
New +$240K ﹤0.01% 462

Other funds holding PEBO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
PBO
Peoples Bank (Ohio) Marietta, Ohio $195M AUM 28.11% 1-Year Est. Return

Jupiter Asset Management's PEBO Position: Q2 2024 in Review

Jupiter Asset Management sold out of Peoples Bancorp (PEBO) in Q2 2024, closing a stake of 9,031 shares — an estimated $267K sold.

Jupiter Asset Management first reported a position in PEBO in Q3 2023 and held it in 3 quarters. The position peaked at $305K in Q4 2023. 153 funds tracked by Wall St. Rank hold PEBO as of Q2 2024.

  • Jupiter Asset Management reported no remaining Peoples Bancorp position as of Q2 2024 after selling out during the quarter.
  • Jupiter Asset Management sold 9,031 Peoples Bancorp shares in Q2 2024, an estimated $267K.
  • Jupiter Asset Management first reported a position in Peoples Bancorp in Q3 2023 and held it in 3 quarters.
  • Jupiter Asset Management's Peoples Bancorp position peaked at $305K in Q4 2023.
  • 153 funds tracked by Wall St. Rank held Peoples Bancorp as of Q2 2024.

Based on Jupiter Asset Management's 13F filing for Q2 2024, filed 8 Aug 2024.