UBS O'Connor’s People's United Financial Inc PBCT Stock Holding History

UBS O'Connor’s Portfolio PBCT Stock Details PBCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,988,878	Closed	-$79.7M	–	1118
2022 Q1	$79.7M	Sell	3,988,878 -87,035	-2%	-$1.78M	0.87%	19
2021 Q4	$72.6M	Sell	4,075,913 -3,367,325	-45%	-$60M	0.7%	19
2021 Q3	$130M	Buy	7,443,238 +2,508,401	+51%	+$40.8M	1.02%	14
2021 Q2	$84.6M	Buy	4,934,837 +4,889,573	+10,802%	+$89.3M	0.75%	21
2021 Q1	$810K	Buy	+45,264	New	+$728K	0.01%	572
2017 Q4	–	Sell	-440,000	Closed	-$7.98M	–	408
2017 Q3	$7.98M	Buy	+440,000	New	+$7.59M	0.12%	149

Other funds holding PBCT

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

UBS O'Connor's PBCT Position: Q2 2022 in Review

UBS O'Connor sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 3,988,878 shares — an estimated $79.7M sold.

UBS O'Connor first reported a position in PBCT in Q3 2017 and held it in 6 quarters. The position peaked at $130M in Q3 2021. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

UBS O'Connor reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
UBS O'Connor sold 3,988,878 People's United Financial Inc shares in Q2 2022, an estimated $79.7M.
UBS O'Connor first reported a position in People's United Financial Inc in Q3 2017 and held it in 6 quarters.
UBS O'Connor's People's United Financial Inc position peaked at $130M in Q3 2021.
5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on UBS O'Connor's 13F filing for Q2 2022, filed 12 Aug 2022.