KIM
PEBO icon

Kestrel Investment Management’s Peoples Bancorp PEBO Stock Holding History

Kestrel Investment 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
2021
Q4 		– Sell
-67,150
Closed -$2.12M – 41
2021
Q3 		$2.12M Sell
67,150
-10,800
-14% -$327K 1.01% 36
2021
Q2 		$2.31M Sell
77,950
-100
-0.1% -$3.25K 0.91% 36
2021
Q1 		$2.59M Sell
78,050
-5,300
-6% -$170K 1.08% 36
2020
Q4 		$2.26M Sell
83,350
-400
-0.5% -$9.78K 1.1% 35
2020
Q3 		$1.6M Buy
+83,750
New +$1.72M 0.92% 36

Other funds holding PEBO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
PBO
Peoples Bank (Ohio) Marietta, Ohio $195M AUM 28.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Kestrel Investment Management's PEBO Position: Q4 2021 in Review

Kestrel Investment Management sold out of Peoples Bancorp (PEBO) in Q4 2021, closing a stake of 67,150 shares — an estimated $2.12M sold.

Kestrel Investment Management first reported a position in PEBO in Q3 2020 and held it in 5 quarters. The position peaked at $2.59M in Q1 2021. 142 funds tracked by Wall St. Rank hold PEBO as of Q4 2021.

  • Kestrel Investment Management reported no remaining Peoples Bancorp position as of Q4 2021 after selling out during the quarter.
  • Kestrel Investment Management sold 67,150 Peoples Bancorp shares in Q4 2021, an estimated $2.12M.
  • Kestrel Investment Management first reported a position in Peoples Bancorp in Q3 2020 and held it in 5 quarters.
  • Kestrel Investment Management's Peoples Bancorp position peaked at $2.59M in Q1 2021.
  • 142 funds tracked by Wall St. Rank held Peoples Bancorp as of Q4 2021.

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