New York Life Investment Management’s Peapack-Gladstone Financial PGC Stock Holding History

New York Life Investment Management’s Portfolio PGC Stock Details PGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-15,436	Closed	-$376K	–	1191
2024 Q1	$376K	Buy	15,436 +3,687	+31%	+$94.3K	﹤0.01%	885
2023 Q4	$350K	Sell	11,749 -272	-2%	-$7.08K	﹤0.01%	1112
2023 Q3	$308K	Sell	12,021 -1,893	-14%	-$52.4K	﹤0.01%	1129
2023 Q2	$377K	Sell	13,914 -1,672	-11%	-$45.7K	﹤0.01%	1085
2023 Q1	$462K	Sell	15,586 -738	-5%	-$26.1K	0.01%	1125
2022 Q4	$608K	Buy	16,324 +1,751	+12%	+$66.8K	0.01%	761
2022 Q3	$490K	Buy	14,573 +1,153	+9%	+$37.9K	0.01%	759
2022 Q2	$399K	Buy	+13,420	New	+$430K	﹤0.01%	972

Other funds holding PGC

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

PGFC

Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

SVBP

Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return

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

New York Life Investment Management sold out of Peapack-Gladstone Financial (PGC) in Q2 2024, closing a stake of 15,436 shares — an estimated $376K sold.

New York Life Investment Management first reported a position in PGC in Q2 2022 and held it in 8 quarters. The position peaked at $608K in Q4 2022. 113 funds tracked by Wall St. Rank hold PGC as of Q2 2024.

New York Life Investment Management reported no remaining Peapack-Gladstone Financial position as of Q2 2024 after selling out during the quarter.
New York Life Investment Management sold 15,436 Peapack-Gladstone Financial shares in Q2 2024, an estimated $376K.
New York Life Investment Management first reported a position in Peapack-Gladstone Financial in Q2 2022 and held it in 8 quarters.
New York Life Investment Management's Peapack-Gladstone Financial position peaked at $608K in Q4 2022.
113 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2024.

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