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Miller Howard Investments’s Preferred Bank PFBC Stock Holding History

Miller Howard Investments’s Portfolio PFBC Stock Details PFBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,007
Closed -$322K – 185
2024
Q3 		$322K Sell
4,007
-3
-0.1% -$240 0.01% 183
2024
Q2 		$303K Buy
4,010
+69
+2% +$5.22K 0.01% 178
2024
Q1 		$303K Buy
3,941
+25
+0.6% +$1.81K 0.01% 179
2023
Q4 		$286K Buy
3,916
+48
+1% +$3.13K 0.01% 187
2023
Q3 		$241K Sell
3,868
-7
-0.2% -$437 0.01% 181
2023
Q2 		$213K Buy
+3,875
New +$195K 0.01% 188
2023
Q1 		– Sell
-2,885
Closed -$215K – 201
2022
Q4 		$215K Buy
+2,885
New +$210K 0.01% 192

Other funds holding PFBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Miller Howard Investments's PFBC Position: Q4 2024 in Review

Miller Howard Investments sold out of Preferred Bank (PFBC) in Q4 2024, closing a stake of 4,007 shares — an estimated $322K sold.

Miller Howard Investments first reported a position in PFBC in Q4 2022 and held it in 7 quarters. The position peaked at $322K in Q3 2024. 220 funds tracked by Wall St. Rank hold PFBC as of Q4 2024.

  • Miller Howard Investments reported no remaining Preferred Bank position as of Q4 2024 after selling out during the quarter.
  • Miller Howard Investments sold 4,007 Preferred Bank shares in Q4 2024, an estimated $322K.
  • Miller Howard Investments first reported a position in Preferred Bank in Q4 2022 and held it in 7 quarters.
  • Miller Howard Investments's Preferred Bank position peaked at $322K in Q3 2024.
  • 220 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2024.

Based on Miller Howard Investments's 13F filing for Q4 2024, filed 28 Jan 2025.