New York Life Investment Management’s Peoples Bancorp PEBO Stock Holding History

New York Life Investment Management’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	-12,699	Closed	-$376K	–	1188
2024 Q1	$376K	Sell	12,699 -715	-5%	-$21K	﹤0.01%	880
2023 Q4	$453K	Sell	13,414 -413	-3%	-$12K	﹤0.01%	898
2023 Q3	$351K	Sell	13,827 -2,178	-14%	-$57.9K	﹤0.01%	1007
2023 Q2	$425K	Sell	16,005 -2,398	-13%	-$62.5K	﹤0.01%	900
2023 Q1	$474K	Buy	18,403 +283	+2%	+$8.15K	0.01%	1021
2022 Q4	$512K	Buy	18,120 +2,046	+13%	+$60.2K	0.01%	912
2022 Q3	$465K	Buy	16,074 +1,180	+8%	+$34.7K	0.01%	804
2022 Q2	$396K	Buy	+14,894	New	+$423K	﹤0.01%	976

Other funds holding PEBO

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $3.8B AUM 23.19% 1-Year Est. Return

PBO

Peoples Bank (Ohio) Marietta, Ohio $195M AUM 28.11% 1-Year Est. Return

New York Life Investment Management's PEBO Position: Q2 2024 in Review

New York Life Investment Management sold out of Peoples Bancorp (PEBO) in Q2 2024, closing a stake of 12,699 shares — an estimated $376K sold.

New York Life Investment Management first reported a position in PEBO in Q2 2022 and held it in 8 quarters. The position peaked at $512K in Q4 2022. 153 funds tracked by Wall St. Rank hold PEBO as of Q2 2024.

New York Life Investment Management reported no remaining Peoples Bancorp position as of Q2 2024 after selling out during the quarter.
New York Life Investment Management sold 12,699 Peoples Bancorp shares in Q2 2024, an estimated $376K.
New York Life Investment Management first reported a position in Peoples Bancorp in Q2 2022 and held it in 8 quarters.
New York Life Investment Management's Peoples Bancorp position peaked at $512K in Q4 2022.
153 funds tracked by Wall St. Rank held Peoples Bancorp as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.