Prelude Capital Management’s Peoples Bancorp PEBO Stock Holding History

Prelude Capital Management’s Portfolio PEBO Stock Details PEBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-40,578	Closed	-$1.15M	–	1389
2022 Q4	$1.15M	Buy	40,578 +43	+0.1%	+$1.26K	0.06%	338
2022 Q3	$1.17M	Sell	40,535 -338	-0.8%	-$9.95K	0.04%	378
2022 Q2	$1.09M	Buy	40,873 +338	+0.8%	+$9.59K	0.03%	490
2022 Q1	$1.27M	Hold	40,535	–	–	0.04%	503
2021 Q4	$1.29M	Hold	40,535	–	–	0.03%	492
2021 Q3	$1.28M	Buy	40,535 +9,075	+29%	+$274K	0.03%	464
2021 Q2	$932K	Buy	+31,460	New	+$1.02M	0.03%	649
2017 Q4	–	Sell	-600	Closed	-$20K	–	1620
2017 Q3	$20K	Sell	600 -100	-14%	-$3.17K	﹤0.01%	1320
2017 Q2	$22K	Buy	+700	New	+$22.5K	﹤0.01%	1231
2015 Q2	–	Sell	-3,073	Closed	-$95K	–	1961
2015 Q1	$95K	Buy	+3,073	New	+$73.5K	0.01%	1025
2014 Q4	–	Sell	-500	Closed	-$12K	–	2104
2014 Q3	$12K	Sell	500 -1,000	-67%	-$24.4K	﹤0.01%	1782
2014 Q2	$40K	Buy	1,500 +800	+114%	+$20.2K	0.01%	1471
2014 Q1	$17K	Buy	+700	New	+$16.3K	﹤0.01%	1720

Other funds holding PEBO

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PBO

Peoples Bank (Ohio) Marietta, Ohio $163M AUM 18.72% 1-Year Est. Return

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

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

Prelude Capital Management's PEBO Position: Q1 2023 in Review

Prelude Capital Management sold out of Peoples Bancorp (PEBO) in Q1 2023, closing a stake of 40,578 shares — an estimated $1.15M sold.

Prelude Capital Management first reported a position in PEBO in Q1 2014 and held it in 13 quarters. The position peaked at $1.29M in Q4 2021. 151 funds tracked by Wall St. Rank hold PEBO as of Q1 2023.

Prelude Capital Management reported no remaining Peoples Bancorp position as of Q1 2023 after selling out during the quarter.
Prelude Capital Management sold 40,578 Peoples Bancorp shares in Q1 2023, an estimated $1.15M.
Prelude Capital Management first reported a position in Peoples Bancorp in Q1 2014 and held it in 13 quarters.
Prelude Capital Management's Peoples Bancorp position peaked at $1.29M in Q4 2021.
151 funds tracked by Wall St. Rank held Peoples Bancorp as of Q1 2023.

Based on Prelude Capital Management's 13F filing for Q1 2023, filed 15 May 2023.