OPS
PCH

Orion Portfolio Solutions’s PotlatchDeltic PCH Stock Holding History

Orion Portfolio Solutions’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
2023
Q3 		– Sell
-4,917
Closed -$260K – 1662
2023
Q2 		$260K Sell
4,917
-384
-7% -$18.5K ﹤0.01% 1456
2023
Q1 		$262K Buy
5,301
+491
+10% +$23K ﹤0.01% 1393
2022
Q4 		$212K Buy
+4,810
New +$218K 0.01% 764
2020
Q1 		– Sell
-13
Closed -$1K – 2197
2019
Q4 		$1K Buy
+13
New +$555 ﹤0.01% 1703

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Orion Portfolio Solutions's PCH Position: Q3 2023 in Review

Orion Portfolio Solutions sold out of PotlatchDeltic (PCH) in Q3 2023, closing a stake of 4,917 shares — an estimated $260K sold.

Orion Portfolio Solutions first reported a position in PCH in Q4 2019 and held it in 4 quarters. The position peaked at $262K in Q1 2023. 293 funds tracked by Wall St. Rank hold PCH as of Q3 2023.

  • Orion Portfolio Solutions reported no remaining PotlatchDeltic position as of Q3 2023 after selling out during the quarter.
  • Orion Portfolio Solutions sold 4,917 PotlatchDeltic shares in Q3 2023, an estimated $260K.
  • Orion Portfolio Solutions first reported a position in PotlatchDeltic in Q4 2019 and held it in 4 quarters.
  • Orion Portfolio Solutions's PotlatchDeltic position peaked at $262K in Q1 2023.
  • 293 funds tracked by Wall St. Rank held PotlatchDeltic as of Q3 2023.

Based on Orion Portfolio Solutions's 13F filing for Q3 2023, filed 1 Nov 2023.