MWM
PCH

Moran Wealth Management’s PotlatchDeltic PCH Stock Holding History

Moran Wealth Management’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
2023
Q2 		– Sell
-8,108
Closed -$401K – 409
2023
Q1 		$401K Buy
8,108
+508
+7% +$23.8K 0.02% 310
2022
Q4 		$334K Buy
+7,600
New +$344K 0.01% 317

Other funds holding PCH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Moran Wealth Management's PCH Position: Q2 2023 in Review

Moran Wealth Management sold out of PotlatchDeltic (PCH) in Q2 2023, closing a stake of 8,108 shares — an estimated $401K sold.

Moran Wealth Management first reported a position in PCH in Q4 2022 and held it in 2 quarters. The position peaked at $401K in Q1 2023. 306 funds tracked by Wall St. Rank hold PCH as of Q2 2023.

  • Moran Wealth Management reported no remaining PotlatchDeltic position as of Q2 2023 after selling out during the quarter.
  • Moran Wealth Management sold 8,108 PotlatchDeltic shares in Q2 2023, an estimated $401K.
  • Moran Wealth Management first reported a position in PotlatchDeltic in Q4 2022 and held it in 2 quarters.
  • Moran Wealth Management's PotlatchDeltic position peaked at $401K in Q1 2023.
  • 306 funds tracked by Wall St. Rank held PotlatchDeltic as of Q2 2023.

Based on Moran Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.