PSUF
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People's United Financial’s Agree Realty ADC Stock Holding History

People's United Financial’s Portfolio ADC Stock Details ADC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-40,656
Closed -$2.85M – 606
2019
Q4 		$2.85M Sell
40,656
-6,829
-14% -$504K 0.08% 193
2019
Q3 		$3.47M Sell
47,485
-2
-0% -$140 0.1% 170
2019
Q2 		$3.04M Buy
47,487
+6
+0% +$401 0.08% 190
2019
Q1 		$3.29M Buy
47,481
+1,734
+4% +$112K 0.1% 171
2018
Q4 		$2.71M Buy
+45,747
New +$2.61M 0.09% 181
2018
Q3 		– Sell
-42,793
Closed -$2.26M – 743
2018
Q2 		$2.26M Sell
42,793
-12
-0% -$611 0.06% 280
2018
Q1 		$2.06M Buy
42,805
+12,900
+43% +$619K 0.07% 226
2017
Q4 		$1.54M Hold
29,905
– – 0.05% 287
2017
Q3 		$1.47M Buy
29,905
+3,663
+14% +$179K 0.05% 281
2017
Q2 		$1.2M Hold
26,242
– – 0.04% 319
2017
Q1 		$1.26M Hold
26,242
– – 0.04% 302
2016
Q4 		$1.21M Buy
+26,242
New +$1.2M 0.04% 298

Other funds holding ADC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

People's United Financial's ADC Position: Q1 2020 in Review

People's United Financial sold out of Agree Realty (ADC) in Q1 2020, closing a stake of 40,656 shares — an estimated $2.85M sold.

People's United Financial first reported a position in ADC in Q4 2016 and held it in 12 quarters. The position peaked at $3.47M in Q3 2019. 276 funds tracked by Wall St. Rank hold ADC as of Q1 2020.

  • People's United Financial reported no remaining Agree Realty position as of Q1 2020 after selling out during the quarter.
  • People's United Financial sold 40,656 Agree Realty shares in Q1 2020, an estimated $2.85M.
  • People's United Financial first reported a position in Agree Realty in Q4 2016 and held it in 12 quarters.
  • People's United Financial's Agree Realty position peaked at $3.47M in Q3 2019.
  • 276 funds tracked by Wall St. Rank held Agree Realty as of Q1 2020.

Based on People's United Financial's 13F filing for Q1 2020, filed 12 May 2020.