SVB Wealth’s PotlatchDeltic PCH Stock Holding History

SVB Wealth’s Portfolio PCH Stock Details PCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-13,889	Closed	-$738K	–	1034
2021 Q2	$738K	Buy	13,889 +4,962	+56%	+$286K	0.01%	465
2021 Q1	$473K	Buy	8,927 +3,987	+81%	+$206K	0.01%	535
2020 Q4	$247K	Buy	+4,940	New	+$227K	﹤0.01%	686

Other funds holding PCH

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SVB Wealth's PCH Position: Q3 2021 in Review

SVB Wealth sold out of PotlatchDeltic (PCH) in Q3 2021, closing a stake of 13,889 shares — an estimated $738K sold.

SVB Wealth first reported a position in PCH in Q4 2020 and held it in 3 quarters. The position peaked at $738K in Q2 2021. 292 funds tracked by Wall St. Rank hold PCH as of Q3 2021.

SVB Wealth reported no remaining PotlatchDeltic position as of Q3 2021 after selling out during the quarter.
SVB Wealth sold 13,889 PotlatchDeltic shares in Q3 2021, an estimated $738K.
SVB Wealth first reported a position in PotlatchDeltic in Q4 2020 and held it in 3 quarters.
SVB Wealth's PotlatchDeltic position peaked at $738K in Q2 2021.
292 funds tracked by Wall St. Rank held PotlatchDeltic as of Q3 2021.

Based on SVB Wealth's 13F filing for Q3 2021, filed 9 Nov 2021.