Zacks Investment Management’s Peoples Bancorp PEBO Stock Holding History

Zacks Investment 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
2023 Q1	–	Sell	-8,851	Closed	-$250K	–	686
2022 Q4	$250K	Sell	8,851 -1,207	-12%	-$35.5K	﹤0.01%	524
2022 Q3	$291K	Hold	10,058	–	–	﹤0.01%	489
2022 Q2	$268K	Sell	10,058 -12	-0.1%	-$340	﹤0.01%	505
2022 Q1	$315K	Buy	+10,070	New	+$327K	﹤0.01%	511
2019 Q3	–	Sell	-19,601	Closed	-$632K	–	566
2019 Q2	$632K	Hold	19,601	–	–	0.01%	436
2019 Q1	$607K	Hold	19,601	–	–	0.01%	441
2018 Q4	$590K	Hold	19,601	–	–	0.01%	424
2018 Q3	$687K	Buy	19,601 +1,251	+7%	+$46K	0.01%	434
2018 Q2	$693K	Sell	18,350 -43,902	-71%	-$1.62M	0.02%	455
2018 Q1	$2.21M	Sell	62,252 -4,110	-6%	-$144K	0.05%	245
2017 Q4	$2.17M	Buy	66,362 +10,705	+19%	+$357K	0.05%	248
2017 Q3	$1.87M	Buy	55,657 +271	+0.5%	+$8.6K	0.04%	263
2017 Q2	$1.78M	Buy	+55,386	New	+$1.78M	0.04%	256

Other funds holding PEBO

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

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

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

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

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

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

PBO

Peoples Bank (Ohio) Marietta, Ohio $163M AUM 18.72% 1-Year Est. Return

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Zacks Investment Management's PEBO Position: Q1 2023 in Review

Zacks Investment Management sold out of Peoples Bancorp (PEBO) in Q1 2023, closing a stake of 8,851 shares — an estimated $250K sold.

Zacks Investment Management first reported a position in PEBO in Q2 2017 and held it in 13 quarters. The position peaked at $2.21M in Q1 2018. 151 funds tracked by Wall St. Rank hold PEBO as of Q1 2023.

Zacks Investment Management reported no remaining Peoples Bancorp position as of Q1 2023 after selling out during the quarter.
Zacks Investment Management sold 8,851 Peoples Bancorp shares in Q1 2023, an estimated $250K.
Zacks Investment Management first reported a position in Peoples Bancorp in Q2 2017 and held it in 13 quarters.
Zacks Investment Management's Peoples Bancorp position peaked at $2.21M in Q1 2018.
151 funds tracked by Wall St. Rank held Peoples Bancorp as of Q1 2023.

Based on Zacks Investment Management's 13F filing for Q1 2023, filed 15 May 2023.