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Systematic Financial Management’s Peapack-Gladstone Financial PGC Stock Holding History

Systematic Financial 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
2020
Q3 		– Sell
-10,635
Closed -$199K – 395
2020
Q2 		$199K Buy
10,635
+3,585
+51% +$63.5K 0.01% 465
2020
Q1 		$127K Sell
7,050
-8,655
-55% -$229K 0.01% 445
2019
Q4 		$485K Hold
15,705
– – 0.02% 418
2019
Q3 		$440K Sell
15,705
-9,210
-37% -$258K 0.02% 427
2019
Q2 		$701K Sell
24,915
-25,535
-51% -$708K 0.03% 492
2019
Q1 		$1.32M Sell
50,450
-5,205
-9% -$143K 0.05% 325
2018
Q4 		$1.4M Sell
55,655
-2,215
-4% -$61.1K 0.04% 266
2018
Q3 		$1.79M Buy
57,870
+635
+1% +$21.2K 0.04% 294
2018
Q2 		$1.98M Buy
57,235
+785
+1% +$26.7K 0.05% 274
2018
Q1 		$1.89M Buy
56,450
+6,925
+14% +$242K 0.04% 280
2017
Q4 		$1.73M Buy
49,525
+26,070
+111% +$892K 0.03% 294
2017
Q3 		$791K Sell
23,455
-16,435
-41% -$517K 0.02% 558
2017
Q2 		$1.25M Buy
+39,890
New +$1.22M 0.02% 576

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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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

Systematic Financial Management's PGC Position: Q3 2020 in Review

Systematic Financial Management sold out of Peapack-Gladstone Financial (PGC) in Q3 2020, closing a stake of 10,635 shares — an estimated $199K sold.

Systematic Financial Management first reported a position in PGC in Q2 2017 and held it in 13 quarters. The position peaked at $1.98M in Q2 2018. 108 funds tracked by Wall St. Rank hold PGC as of Q3 2020.

  • Systematic Financial Management reported no remaining Peapack-Gladstone Financial position as of Q3 2020 after selling out during the quarter.
  • Systematic Financial Management sold 10,635 Peapack-Gladstone Financial shares in Q3 2020, an estimated $199K.
  • Systematic Financial Management first reported a position in Peapack-Gladstone Financial in Q2 2017 and held it in 13 quarters.
  • Systematic Financial Management's Peapack-Gladstone Financial position peaked at $1.98M in Q2 2018.
  • 108 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q3 2020.

Based on Systematic Financial Management's 13F filing for Q3 2020, filed 12 Nov 2020.