Wellington Shields Capital Management’s Peoples Bancorp PEBO Stock Holding History

Wellington Shields Capital Management’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
2024 Q1	–	Sell	-53,830	Closed	-$1.82M	–	313
2023 Q4	$1.82M	Hold	53,830	–	–	0.23%	64
2023 Q3	$1.37M	Hold	53,830	–	–	0.18%	81
2023 Q2	$1.43M	Hold	53,830	–	–	0.17%	80
2023 Q1	$1.39M	Hold	53,830	–	–	0.17%	78
2022 Q4	$1.52M	Buy	+53,830	New	+$1.58M	0.18%	75
2022 Q3	–	Sell	-53,830	Closed	-$1.43M	–	312
2022 Q2	$1.43M	Hold	53,830	–	–	0.18%	79
2022 Q1	$1.69M	Buy	+53,830	New	+$1.75M	0.18%	80

Other funds holding PEBO

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PFP

Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 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

Wellington Shields Capital Management's PEBO Position: Q1 2024 in Review

Wellington Shields Capital Management sold out of Peoples Bancorp (PEBO) in Q1 2024, closing a stake of 53,830 shares — an estimated $1.82M sold.

Wellington Shields Capital Management first reported a position in PEBO in Q1 2022 and held it in 7 quarters. The position peaked at $1.82M in Q4 2023. 159 funds tracked by Wall St. Rank hold PEBO as of Q1 2024.

Wellington Shields Capital Management reported no remaining Peoples Bancorp position as of Q1 2024 after selling out during the quarter.
Wellington Shields Capital Management sold 53,830 Peoples Bancorp shares in Q1 2024, an estimated $1.82M.
Wellington Shields Capital Management first reported a position in Peoples Bancorp in Q1 2022 and held it in 7 quarters.
Wellington Shields Capital Management's Peoples Bancorp position peaked at $1.82M in Q4 2023.
159 funds tracked by Wall St. Rank held Peoples Bancorp as of Q1 2024.

Based on Wellington Shields Capital Management's 13F filing for Q1 2024, filed 3 May 2024.