Livforsakringsbolaget Skandia’s Peapack-Gladstone Financial PGC Stock Holding History

Livforsakringsbolaget Skandia’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
2023 Q2	–	Sell	-1,600	Closed	-$47.3K	–	587
2023 Q1	$47.3K	Hold	1,600	–	–	0.01%	339
2022 Q4	$59.5K	Hold	1,600	–	–	0.01%	309
2022 Q3	$54K	Buy	+1,600	New	+$52.6K	0.01%	310

Other funds holding PGC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PGFC

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BFC

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

SVBP

Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return

Livforsakringsbolaget Skandia's PGC Position: Q2 2023 in Review

Livforsakringsbolaget Skandia sold out of Peapack-Gladstone Financial (PGC) in Q2 2023, closing a stake of 1,600 shares — an estimated $47.3K sold.

Livforsakringsbolaget Skandia first reported a position in PGC in Q3 2022 and held it in 3 quarters. The position peaked at $59.5K in Q4 2022. 124 funds tracked by Wall St. Rank hold PGC as of Q2 2023.

Livforsakringsbolaget Skandia reported no remaining Peapack-Gladstone Financial position as of Q2 2023 after selling out during the quarter.
Livforsakringsbolaget Skandia sold 1,600 Peapack-Gladstone Financial shares in Q2 2023, an estimated $47.3K.
Livforsakringsbolaget Skandia first reported a position in Peapack-Gladstone Financial in Q3 2022 and held it in 3 quarters.
Livforsakringsbolaget Skandia's Peapack-Gladstone Financial position peaked at $59.5K in Q4 2022.
124 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2023.

Based on Livforsakringsbolaget Skandia's 13F filing for Q2 2023, filed 6 Jul 2023.