LGT Financial Advisors’s PotlatchDeltic PCH Stock Holding History

LGT Financial Advisors’s Portfolio PCH Stock Details PCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-49	Closed	-$1.92K	–	608
2024 Q4	$1.92K	Hold	49	–	–	﹤0.01%	679
2024 Q3	$2.21K	Hold	49	–	–	0.01%	653
2024 Q2	$1.93K	Hold	49	–	–	﹤0.01%	732
2024 Q1	$2.3K	Hold	49	–	–	﹤0.01%	741
2023 Q4	$2.41K	Hold	49	–	–	﹤0.01%	785
2023 Q3	$2.22K	Buy	+49	New	+$2.42K	﹤0.01%	821

Other funds holding PCH

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

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

Norges Bank Oslo, Norway $935B AUM

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

LGT Financial Advisors's PCH Position: Q1 2025 in Review

LGT Financial Advisors sold out of PotlatchDeltic (PCH) in Q1 2025, closing a stake of 49 shares — an estimated $1.92K sold.

LGT Financial Advisors first reported a position in PCH in Q3 2023 and held it in 6 quarters. The position peaked at $2.41K in Q4 2023. 315 funds tracked by Wall St. Rank hold PCH as of Q1 2025.

LGT Financial Advisors reported no remaining PotlatchDeltic position as of Q1 2025 after selling out during the quarter.
LGT Financial Advisors sold 49 PotlatchDeltic shares in Q1 2025, an estimated $1.92K.
LGT Financial Advisors first reported a position in PotlatchDeltic in Q3 2023 and held it in 6 quarters.
LGT Financial Advisors's PotlatchDeltic position peaked at $2.41K in Q4 2023.
315 funds tracked by Wall St. Rank held PotlatchDeltic as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.