UBV
PEBO icon

United Bank (Virginia)’s Peoples Bancorp PEBO Stock Holding History

United Bank (Virginia)’s Portfolio PEBO Stock Details PEBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-7,790
Closed -$207K – 153
2023
Q2 		$207K Sell
7,790
-459
-6% -$12K 0.03% 143
2023
Q1 		$212K Buy
8,249
+790
+11% +$22.8K 0.03% 149
2022
Q4 		$211K Hold
7,459
– – 0.03% 146
2022
Q3 		$216K Buy
+7,459
New +$220K 0.03% 143
2022
Q2 		– Sell
-7,000
Closed -$219K – 160
2022
Q1 		$219K Hold
7,000
– – 0.03% 153
2021
Q4 		$223K Sell
7,000
-1,700
-20% -$54.6K 0.03% 158
2021
Q3 		$275K Buy
+8,700
New +$263K 0.04% 143

Other funds holding PEBO

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
PBO
Peoples Bank (Ohio) Marietta, Ohio $163M AUM 18.72% 1-Year Est. Return

United Bank (Virginia)'s PEBO Position: Q3 2023 in Review

United Bank (Virginia) sold out of Peoples Bancorp (PEBO) in Q3 2023, closing a stake of 7,790 shares — an estimated $207K sold.

United Bank (Virginia) first reported a position in PEBO in Q3 2021 and held it in 7 quarters. The position peaked at $275K in Q3 2021. 150 funds tracked by Wall St. Rank hold PEBO as of Q3 2023.

  • United Bank (Virginia) reported no remaining Peoples Bancorp position as of Q3 2023 after selling out during the quarter.
  • United Bank (Virginia) sold 7,790 Peoples Bancorp shares in Q3 2023, an estimated $207K.
  • United Bank (Virginia) first reported a position in Peoples Bancorp in Q3 2021 and held it in 7 quarters.
  • United Bank (Virginia)'s Peoples Bancorp position peaked at $275K in Q3 2021.
  • 150 funds tracked by Wall St. Rank held Peoples Bancorp as of Q3 2023.

Based on United Bank (Virginia)'s 13F filing for Q3 2023, filed 8 Nov 2023.