Matthew Hamilton Rosenberg’s Peoples Bancorp PEBO Stock Holding History

Matthew Hamilton Rosenberg’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
2024 Q2	–	Sell	-162	Closed	-$4.65K	–	858
2024 Q1	$4.65K	Hold	162	–	–	﹤0.01%	707
2023 Q4	$5.47K	Hold	162	–	–	﹤0.01%	688
2023 Q3	$4.11K	Hold	162	–	–	﹤0.01%	704
2023 Q2	$4.3K	Hold	162	–	–	﹤0.01%	700
2023 Q1	$4.17K	Hold	162	–	–	﹤0.01%	741
2022 Q4	$4.58K	Hold	162	–	–	﹤0.01%	726
2022 Q3	$5K	Hold	162	–	–	﹤0.01%	714
2022 Q2	$4K	Hold	162	–	–	﹤0.01%	714
2022 Q1	$5K	Hold	162	–	–	﹤0.01%	679
2021 Q4	$5K	Buy	+162	New	+$5.21K	﹤0.01%	652

Other funds holding PEBO

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

PBO

Peoples Bank (Ohio) Marietta, Ohio $163M AUM 18.72% 1-Year Est. Return

Matthew Hamilton Rosenberg's PEBO Position: Q2 2024 in Review

Matthew Hamilton Rosenberg sold out of Peoples Bancorp (PEBO) in Q2 2024, closing a stake of 162 shares — an estimated $4.65K sold.

Matthew Hamilton Rosenberg first reported a position in PEBO in Q4 2021 and held it in 10 quarters. The position peaked at $5.47K in Q4 2023. 153 funds tracked by Wall St. Rank hold PEBO as of Q2 2024.

Matthew Hamilton Rosenberg reported no remaining Peoples Bancorp position as of Q2 2024 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 162 Peoples Bancorp shares in Q2 2024, an estimated $4.65K.
Matthew Hamilton Rosenberg first reported a position in Peoples Bancorp in Q4 2021 and held it in 10 quarters.
Matthew Hamilton Rosenberg's Peoples Bancorp position peaked at $5.47K in Q4 2023.
153 funds tracked by Wall St. Rank held Peoples Bancorp as of Q2 2024.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2024, filed 26 Jul 2024.