Osaic Holdings
PBCT

Osaic Holdings’s People's United Financial Inc PBCT Stock Holding History

Osaic Holdings’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
2022
Q2 		– Sell
-178,385
Closed -$3.54M – 7878
2022
Q1 		$3.54M Sell
178,385
-9,491
-5% -$194K 0.01% 1458
2021
Q4 		$3.35M Sell
187,876
-202,723
-52% -$3.61M 0.01% 1374
2021
Q3 		$6.83M Buy
390,599
+8,843
+2% +$144K 0.01% 860
2021
Q2 		$6.54M Buy
381,756
+30,171
+9% +$551K 0.01% 889
2021
Q1 		$6.3M Buy
351,585
+101,624
+41% +$1.64M 0.02% 834
2020
Q4 		$3.23M Buy
249,961
+54,604
+28% +$656K 0.01% 1113
2020
Q3 		$2.02M Buy
195,357
+3,429
+2% +$37.3K 0.01% 1302
2020
Q2 		$2.22M Sell
191,928
-23,271
-11% -$271K 0.01% 1200
2020
Q1 		$2.36M Buy
+215,199
New +$3.19M 0.01% 987

Other funds holding PBCT

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

Osaic Holdings's PBCT Position: Q2 2022 in Review

Osaic Holdings sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 178,385 shares — an estimated $3.54M sold.

Osaic Holdings first reported a position in PBCT in Q1 2020 and held it in 9 quarters. The position peaked at $6.83M in Q3 2021. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Osaic Holdings reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Osaic Holdings sold 178,385 People's United Financial Inc shares in Q2 2022, an estimated $3.54M.
  • Osaic Holdings first reported a position in People's United Financial Inc in Q1 2020 and held it in 9 quarters.
  • Osaic Holdings's People's United Financial Inc position peaked at $6.83M in Q3 2021.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Osaic Holdings's 13F filing for Q2 2022, filed 10 Aug 2022.