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Shepherd Kaplan Krochuk’s Ponce Financial Group PDLB Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio PDLB Stock Details PDLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-20,971
Closed -$133K – 199
2020
Q3 		$133K Buy
+20,971
New +$137K 0.06% 164

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Shepherd Kaplan Krochuk's PDLB Position: Q4 2020 in Review

Shepherd Kaplan Krochuk sold out of Ponce Financial Group (PDLB) in Q4 2020, closing a stake of 20,971 shares — an estimated $133K sold.

Shepherd Kaplan Krochuk first reported a position in PDLB in Q3 2020 and held it in 1 quarter. The position peaked at $133K in Q3 2020. 37 funds tracked by Wall St. Rank hold PDLB as of Q4 2020.

  • Shepherd Kaplan Krochuk reported no remaining Ponce Financial Group position as of Q4 2020 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 20,971 Ponce Financial Group shares in Q4 2020, an estimated $133K.
  • Shepherd Kaplan Krochuk first reported a position in Ponce Financial Group in Q3 2020 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's Ponce Financial Group position peaked at $133K in Q3 2020.
  • 37 funds tracked by Wall St. Rank held Ponce Financial Group as of Q4 2020.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2020, filed 12 Feb 2021.