Optimal Asset Management’s People's United Financial Inc PBCT Stock Holding History

Optimal Asset Management’s Portfolio PBCT Stock Details PBCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$613K	Buy	35,072 +32	+0.1%	+$520	0.08%	287
2021 Q2	$601K	Buy	35,040 +2	+0%	+$37	0.07%	299
2021 Q1	$627K	Sell	35,038 -14,498	-29%	-$233K	0.08%	291
2020 Q4	$641K	Sell	49,536 -108	-0.2%	-$1.3K	0.09%	313
2020 Q3	$512K	Buy	49,644 +11,094	+29%	+$121K	0.07%	336
2020 Q2	$446K	Sell	38,550 -51,016	-57%	-$593K	0.07%	341
2020 Q1	$990	Buy	89,566 +22,595	+34%	+$335K	0.09%	288
2019 Q4	$1.13M	Buy	+66,971	New	+$1.1M	0.17%	220

Other funds holding PBCT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Optimal Asset Management's PBCT Position: Q3 2021 in Review

Optimal Asset Management increased its People's United Financial Inc (PBCT) stake by 0.09% in Q3 2021, buying an estimated $520 and bringing the position to 35,072 shares worth $613K. The position accounts for 0.08% of the portfolio, ranked #287.

Optimal Asset Management first reported a position in PBCT in Q4 2019 and has held it in 8 quarters since. The position peaked at $1.13M in Q4 2019. 489 funds tracked by Wall St. Rank hold PBCT as of Q3 2021.

Optimal Asset Management held 35,072 shares of People's United Financial Inc worth $613K as of Q3 2021.
Optimal Asset Management bought 32 People's United Financial Inc shares in Q3 2021, an estimated $520.
People's United Financial Inc made up 0.08% of Optimal Asset Management's portfolio in Q3 2021, its #287 holding.
Optimal Asset Management first reported a position in People's United Financial Inc in Q4 2019 and has held it in 8 quarters since.
Optimal Asset Management's People's United Financial Inc position peaked at $1.13M in Q4 2019.
489 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.