LDB
PBCT

Lee, Danner & Bass’s People's United Financial Inc PBCT Stock Holding History

Lee, Danner & Bass’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
2022
Q2 		– Sell
-325,503
Closed -$6.51M – 210
2022
Q1 		$6.51M Sell
325,503
-22,000
-6% -$449K 0.55% 47
2021
Q4 		$6.19M Sell
347,503
-3,000
-0.9% -$53.5K 0.53% 46
2021
Q3 		$6.12M Hold
350,503
– – 0.56% 47
2021
Q2 		$6.01M Sell
350,503
-20,850
-6% -$381K 0.54% 48
2021
Q1 		$6.65M Sell
371,353
-14,878
-4% -$239K 0.64% 44
2020
Q4 		$4.99M Sell
386,231
-33,500
-8% -$403K 0.53% 51
2020
Q3 		$4.33M Sell
419,731
-49,890
-11% -$542K 0.51% 50
2020
Q2 		$5.43M Sell
469,621
-15,500
-3% -$180K 0.69% 42
2020
Q1 		$5.36M Sell
485,121
-3,000
-0.6% -$44.5K 0.77% 35
2019
Q4 		$8.25M Sell
488,121
-106,357
-18% -$1.74M 0.86% 33
2019
Q3 		$9.29M Sell
594,478
-16,000
-3% -$250K 1% 28
2019
Q2 		$10.2M Buy
610,478
+5,040
+0.8% +$83.7K 1.08% 24
2019
Q1 		$9.95M Sell
605,438
-8,473
-1% -$141K 1.1% 24
2018
Q4 		$8.86M Sell
613,911
-22,683
-4% -$359K 1.04% 25
2018
Q3 		$10.9M Sell
636,594
-52,000
-8% -$951K 1.08% 27
2018
Q2 		$12.5M Sell
688,594
-73,000
-10% -$1.36M 1.33% 15
2018
Q1 		$14.2M Sell
761,594
-42,566
-5% -$827K 1.48% 12
2017
Q4 		$15M Sell
804,160
-5,000
-0.6% -$92.6K 1.53% 11
2017
Q3 		$14.7M Sell
809,160
-13,620
-2% -$235K 1.58% 12
2017
Q2 		$14.5M Sell
822,780
-12,937
-2% -$225K 1.63% 11
2017
Q1 		$15.2M Sell
835,717
-5,365
-0.6% -$101K 1.72% 11
2016
Q4 		$16.3M Sell
841,082
-13,000
-2% -$230K 1.91% 10
2016
Q3 		$13.5M Sell
854,082
-4,453
-0.5% -$69.2K 1.65% 13
2016
Q2 		$12.6M Sell
858,535
-16,800
-2% -$261K 1.52% 15
2016
Q1 		$14.1M Sell
875,335
-14,468
-2% -$217K 1.74% 13
2015
Q4 		$14.4M Sell
889,803
-94,975
-10% -$1.55M 1.88% 11
2015
Q3 		$15.5M Sell
984,778
-14,701
-1% -$233K 2.07% 9
2015
Q2 		$16.2M Sell
999,479
-16,890
-2% -$262K 1.93% 12
2015
Q1 		$15.4M Sell
1,016,369
-22,663
-2% -$336K 1.82% 12
2014
Q4 		$15.8M Sell
1,039,032
-34,395
-3% -$504K 1.88% 12
2014
Q3 		$15.5M Sell
1,073,427
-39,708
-4% -$589K 1.92% 11
2014
Q2 		$16.9M Sell
1,113,135
-14,634
-1% -$214K 2.06% 11
2014
Q1 		$16.8M Buy
1,127,769
+2,029
+0.2% +$29.5K 2.18% 9
2013
Q4 		$17M Sell
1,125,740
-31,587
-3% -$464K 2.27% 10
2013
Q3 		$16.6M Sell
1,157,327
-11,023
-0.9% -$163K 2.32% 8
2013
Q2 		$17.4M Buy
+1,168,350
New +$15.9M 2.54% 6

Other funds holding PBCT

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

Lee, Danner & Bass's PBCT Position: Q2 2022 in Review

Lee, Danner & Bass sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 325,503 shares — an estimated $6.51M sold.

Lee, Danner & Bass first reported a position in PBCT in Q2 2013 and held it in 36 quarters. The position peaked at $17.4M in Q2 2013. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Lee, Danner & Bass reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Lee, Danner & Bass sold 325,503 People's United Financial Inc shares in Q2 2022, an estimated $6.51M.
  • Lee, Danner & Bass first reported a position in People's United Financial Inc in Q2 2013 and held it in 36 quarters.
  • Lee, Danner & Bass's People's United Financial Inc position peaked at $17.4M in Q2 2013.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Lee, Danner & Bass's 13F filing for Q2 2022, filed 25 Jul 2022.