MIFH
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Migdal Insurance & Financial Holdings’s Pebblebrook Hotel Trust PEB Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio PEB Stock Details PEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-181
Closed -$2K – 452
2024
Q3 		$2K Sell
181
-185
-51% -$2.43K ﹤0.01% 390
2024
Q2 		$5K Buy
+366
New +$5.33K ﹤0.01% 485
2024
Q1 		– Sell
-379
Closed -$6K – 438
2023
Q4 		$6K Buy
379
+23
+6% +$306 ﹤0.01% 450
2023
Q3 		$5K Buy
356
+264
+287% +$3.79K ﹤0.01% 456
2023
Q2 		$1K Sell
92
-786
-90% -$11K ﹤0.01% 485
2023
Q1 		$12K Sell
878
-76
-8% -$1.11K ﹤0.01% 449
2022
Q4 		$13K Buy
+954
New +$14.6K ﹤0.01% 445
2022
Q3 		– Sell
-335
Closed -$6K – 583
2022
Q2 		$6K Sell
335
-1,797
-84% -$39.7K ﹤0.01% 556
2022
Q1 		$52K Buy
2,132
+773
+57% +$17.7K ﹤0.01% 434
2021
Q4 		$30K Sell
1,359
-222
-14% -$5K ﹤0.01% 522
2021
Q3 		$35K Sell
1,581
-1,781
-53% -$39.4K ﹤0.01% 501
2021
Q2 		$79K Sell
3,362
-730
-18% -$17.2K ﹤0.01% 435
2021
Q1 		$99K Buy
4,092
+929
+29% +$20.4K ﹤0.01% 460
2020
Q4 		$59K Sell
3,163
-44,359
-93% -$718K ﹤0.01% 492
2020
Q3 		$595K Buy
+47,522
New +$570K 0.01% 348

Other funds holding PEB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
GRS Advisors Chicago, Illinois $1.01B AUM 13.12% 1-Year Est. Return

Migdal Insurance & Financial Holdings's PEB Position: Q4 2024 in Review

Migdal Insurance & Financial Holdings sold out of Pebblebrook Hotel Trust (PEB) in Q4 2024, closing a stake of 181 shares — an estimated $2K sold.

Migdal Insurance & Financial Holdings first reported a position in PEB in Q3 2020 and held it in 15 quarters. The position peaked at $595K in Q3 2020. 271 funds tracked by Wall St. Rank hold PEB as of Q4 2024.

  • Migdal Insurance & Financial Holdings reported no remaining Pebblebrook Hotel Trust position as of Q4 2024 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 181 Pebblebrook Hotel Trust shares in Q4 2024, an estimated $2K.
  • Migdal Insurance & Financial Holdings first reported a position in Pebblebrook Hotel Trust in Q3 2020 and held it in 15 quarters.
  • Migdal Insurance & Financial Holdings's Pebblebrook Hotel Trust position peaked at $595K in Q3 2020.
  • 271 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q4 2024.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2024, filed 28 Jan 2025.