PCM
PGC icon

Prelude Capital Management’s Peapack-Gladstone Financial PGC Stock Holding History

Prelude Capital Management’s Portfolio PGC Stock Details PGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-5,960
Closed -$201K – 1544
2022
Q3 		$201K Buy
+5,960
New +$196K 0.01% 1076
2017
Q4 		– Sell
-2,200
Closed -$74K – 1623
2017
Q3 		$74K Sell
2,200
-500
-19% -$15.7K 0.01% 980
2017
Q2 		$84K Buy
+2,700
New +$82.8K 0.01% 833
2017
Q1 		– Sell
-6,200
Closed -$191K – 1716
2016
Q4 		$191K Buy
6,200
+200
+3% +$5.15K 0.02% 601
2016
Q3 		$134K Buy
6,000
+4,100
+216% +$83.4K 0.01% 719
2016
Q2 		$35K Buy
+1,900
New +$35K ﹤0.01% 1123
2015
Q3 		– Sell
-900
Closed -$20K – 1710
2015
Q2 		$20K Sell
900
-1,700
-65% -$35.7K ﹤0.01% 1368
2015
Q1 		$56K Sell
2,600
-3,700
-59% -$72.1K 0.01% 1234
2014
Q4 		$117K Hold
6,300
– – 0.02% 943
2014
Q3 		$110K Buy
6,300
+1,800
+40% +$34K 0.02% 1047
2014
Q2 		$95K Buy
4,500
+2,700
+150% +$53.1K 0.01% 1112
2014
Q1 		$40K Buy
+1,800
New +$34.5K 0.01% 1380

Other funds holding PGC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

Prelude Capital Management's PGC Position: Q4 2022 in Review

Prelude Capital Management sold out of Peapack-Gladstone Financial (PGC) in Q4 2022, closing a stake of 5,960 shares — an estimated $201K sold.

Prelude Capital Management first reported a position in PGC in Q1 2014 and held it in 12 quarters. The position peaked at $201K in Q3 2022. 138 funds tracked by Wall St. Rank hold PGC as of Q4 2022.

  • Prelude Capital Management reported no remaining Peapack-Gladstone Financial position as of Q4 2022 after selling out during the quarter.
  • Prelude Capital Management sold 5,960 Peapack-Gladstone Financial shares in Q4 2022, an estimated $201K.
  • Prelude Capital Management first reported a position in Peapack-Gladstone Financial in Q1 2014 and held it in 12 quarters.
  • Prelude Capital Management's Peapack-Gladstone Financial position peaked at $201K in Q3 2022.
  • 138 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q4 2022.

Based on Prelude Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.