Lawrence B. Seidman’s Peapack-Gladstone Financial PGC Stock Holding History

Lawrence B. Seidman’s Portfolio PGC Stock Details PGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$2.15M	Sell	94,659 -18,692	-16%	-$370K	2.7%	12
2020 Q3	$1.72M	Hold	113,351	–	–	2.63%	14
2020 Q2	$2.12M	Sell	113,351 -11,580	-9%	-$205K	2.88%	12
2020 Q1	$2.24M	Buy	124,931 +74,931	+150%	+$1.98M	2.74%	14
2019 Q4	$1.54M	Sell	50,000 -51,349	-51%	-$1.51M	1.46%	14
2019 Q3	$2.84M	Sell	101,349 -78,342	-44%	-$2.2M	2.58%	12
2019 Q2	$5.05M	Buy	179,691 +3,500	+2%	+$97K	4.19%	10
2019 Q1	$4.62M	Buy	176,191 +76,191	+76%	+$2.09M	3.76%	10
2018 Q4	$2.52M	Buy	+100,000	New	+$2.76M	1.98%	14
2016 Q3	–	Sell	-17,392	Closed	-$322K	–	27
2016 Q2	$322K	Buy	+17,392	New	+$320K	0.22%	28

Other funds holding PGC

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

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

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

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

PGFC

Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return

Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Lawrence B. Seidman's PGC Position: Q4 2020 in Review

Lawrence B. Seidman reduced its Peapack-Gladstone Financial (PGC) stake by 16% in Q4 2020, selling an estimated $370K and leaving 94,659 shares worth $2.15M. The position accounts for 2.7% of the portfolio, ranked #12.

Lawrence B. Seidman first reported a position in PGC in Q2 2016 and has held it in 10 quarters since. The position peaked at $5.05M in Q2 2019. 112 funds tracked by Wall St. Rank hold PGC as of Q4 2020.

Lawrence B. Seidman held 94,659 shares of Peapack-Gladstone Financial worth $2.15M as of Q4 2020.
Lawrence B. Seidman sold 18,692 Peapack-Gladstone Financial shares in Q4 2020, an estimated $370K.
Peapack-Gladstone Financial made up 2.7% of Lawrence B. Seidman's portfolio in Q4 2020, its #12 holding.
Lawrence B. Seidman first reported a position in Peapack-Gladstone Financial in Q2 2016 and has held it in 10 quarters since.
Lawrence B. Seidman's Peapack-Gladstone Financial position peaked at $5.05M in Q2 2019.
112 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q4 2020.

Based on Lawrence B. Seidman's 13F filing for Q4 2020, filed 8 Feb 2021.