SGI
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Summit Global Investments’s Peapack-Gladstone Financial PGC Stock Holding History

Summit Global Investments’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
2023
Q2 		– Sell
-25,825
Closed -$765K – 602
2023
Q1 		$765K Buy
25,825
+3,400
+15% +$120K 0.06% 288
2022
Q4 		$835K Buy
22,425
+5,900
+36% +$225K 0.07% 224
2022
Q3 		$556K Buy
16,525
+425
+3% +$14K 0.05% 292
2022
Q2 		$478K Buy
16,100
+9,400
+140% +$301K 0.04% 318
2022
Q1 		$233K Buy
+6,700
New +$247K 0.02% 444

Other funds holding PGC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return

Summit Global Investments's PGC Position: Q2 2023 in Review

Summit Global Investments sold out of Peapack-Gladstone Financial (PGC) in Q2 2023, closing a stake of 25,825 shares — an estimated $765K sold.

Summit Global Investments first reported a position in PGC in Q1 2022 and held it in 5 quarters. The position peaked at $835K in Q4 2022. 124 funds tracked by Wall St. Rank hold PGC as of Q2 2023.

  • Summit Global Investments reported no remaining Peapack-Gladstone Financial position as of Q2 2023 after selling out during the quarter.
  • Summit Global Investments sold 25,825 Peapack-Gladstone Financial shares in Q2 2023, an estimated $765K.
  • Summit Global Investments first reported a position in Peapack-Gladstone Financial in Q1 2022 and held it in 5 quarters.
  • Summit Global Investments's Peapack-Gladstone Financial position peaked at $835K in Q4 2022.
  • 124 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2023.

Based on Summit Global Investments's 13F filing for Q2 2023, filed 19 Jul 2023.