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Oppenheimer & Co’s Peapack-Gladstone Financial PGC Stock Holding History

Oppenheimer & Co’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
2023
Q1 		– Sell
-29,775
Closed -$1.11M – 1431
2022
Q4 		$1.11M Buy
+29,775
New +$1.14M 0.03% 640

Other funds holding PGC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Oppenheimer & Co's PGC Position: Q1 2023 in Review

Oppenheimer & Co sold out of Peapack-Gladstone Financial (PGC) in Q1 2023, closing a stake of 29,775 shares — an estimated $1.11M sold.

Oppenheimer & Co first reported a position in PGC in Q4 2022 and held it in 1 quarter. The position peaked at $1.11M in Q4 2022. 130 funds tracked by Wall St. Rank hold PGC as of Q1 2023.

  • Oppenheimer & Co reported no remaining Peapack-Gladstone Financial position as of Q1 2023 after selling out during the quarter.
  • Oppenheimer & Co sold 29,775 Peapack-Gladstone Financial shares in Q1 2023, an estimated $1.11M.
  • Oppenheimer & Co first reported a position in Peapack-Gladstone Financial in Q4 2022 and held it in 1 quarter.
  • Oppenheimer & Co's Peapack-Gladstone Financial position peaked at $1.11M in Q4 2022.
  • 130 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2023.

Based on Oppenheimer & Co's 13F filing for Q1 2023, filed 10 May 2023.