NW
PCH

Naviter Wealth’s PotlatchDeltic PCH Stock Holding History

Naviter Wealth’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
2022
Q3 		– Sell
-4,806
Closed -$212K – 194
2022
Q2 		$212K Sell
4,806
-47
-1% -$2.42K 0.09% 173
2022
Q1 		$256K Buy
4,853
+181
+4% +$9.88K 0.09% 85
2021
Q4 		$281K Buy
+4,672
New +$262K 0.08% 90

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Naviter Wealth's PCH Position: Q3 2022 in Review

Naviter Wealth sold out of PotlatchDeltic (PCH) in Q3 2022, closing a stake of 4,806 shares — an estimated $212K sold.

Naviter Wealth first reported a position in PCH in Q4 2021 and held it in 3 quarters. The position peaked at $281K in Q4 2021. 332 funds tracked by Wall St. Rank hold PCH as of Q3 2022.

  • Naviter Wealth reported no remaining PotlatchDeltic position as of Q3 2022 after selling out during the quarter.
  • Naviter Wealth sold 4,806 PotlatchDeltic shares in Q3 2022, an estimated $212K.
  • Naviter Wealth first reported a position in PotlatchDeltic in Q4 2021 and held it in 3 quarters.
  • Naviter Wealth's PotlatchDeltic position peaked at $281K in Q4 2021.
  • 332 funds tracked by Wall St. Rank held PotlatchDeltic as of Q3 2022.

Based on Naviter Wealth's 13F filing for Q3 2022, filed 27 Oct 2022.