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Steward Financial Group’s Pebblebrook Hotel Trust PEB Stock Holding History

Steward Financial Group’s Portfolio PEB Stock Details PEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$0 Buy
+64
New +$918 ﹤0.01% 1498
2023
Q2 		– Sell
-64
Closed – – 845
2023
Q1 		$0 Buy
+64
New +$934 ﹤0.01% 862

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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Steward Financial Group's PEB Position: Q3 2023 in Review

Steward Financial Group opened a new position in Pebblebrook Hotel Trust (PEB) in Q3 2023: 64 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1498 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in PEB as recently as Q1 2023.

Steward Financial Group first reported a position in PEB in Q1 2023 and has held it in 2 quarters since. 231 funds tracked by Wall St. Rank hold PEB as of Q3 2023.

  • Steward Financial Group held 64 shares of Pebblebrook Hotel Trust worth $0 as of Q3 2023.
  • Pebblebrook Hotel Trust was a new Steward Financial Group position in Q3 2023.
  • Pebblebrook Hotel Trust made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1498 holding.
  • Steward Financial Group first reported a position in Pebblebrook Hotel Trust in Q1 2023 and has held it in 2 quarters since.
  • 231 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.