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

O'Shaughnessy 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 Q4	–	Sell	-1,875	Closed	-$33K	–	2775
2021 Q3	$33K	Buy	1,875 +633	+51%	+$10.3K	﹤0.01%	1800
2021 Q2	$21K	Sell	1,242 -198	-14%	-$3.62K	﹤0.01%	1835
2021 Q1	$26K	Buy	1,440 +1,427	+10,977%	+$23K	﹤0.01%	1583
2020 Q4	$0	Sell	13 -200	-94%	-$2.4K	﹤0.01%	2289
2020 Q3	$2K	Buy	213 +13	+7%	+$141	﹤0.01%	1683
2020 Q2	$2K	Buy	+200	New	+$2.33K	﹤0.01%	1544
2020 Q1	–	Sell	-767	Closed	-$13K	–	1957
2019 Q4	$13K	Buy	+767	New	+$12.6K	﹤0.01%	1246

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

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 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

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

O'Shaughnessy Asset Management's PBCT Position: Q4 2021 in Review

O'Shaughnessy Asset Management sold out of People's United Financial Inc (PBCT) in Q4 2021, closing a stake of 1,875 shares — an estimated $33K sold.

O'Shaughnessy Asset Management first reported a position in PBCT in Q4 2019 and held it in 7 quarters. The position peaked at $33K in Q3 2021. 503 funds tracked by Wall St. Rank hold PBCT as of Q4 2021.

O'Shaughnessy Asset Management reported no remaining People's United Financial Inc position as of Q4 2021 after selling out during the quarter.
O'Shaughnessy Asset Management sold 1,875 People's United Financial Inc shares in Q4 2021, an estimated $33K.
O'Shaughnessy Asset Management first reported a position in People's United Financial Inc in Q4 2019 and held it in 7 quarters.
O'Shaughnessy Asset Management's People's United Financial Inc position peaked at $33K in Q3 2021.
503 funds tracked by Wall St. Rank held People's United Financial Inc as of Q4 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.