Zacks Investment Management’s Peapack-Gladstone Financial PGC Stock Holding History

Zacks Investment 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
2023 Q2	–	Sell	-6,913	Closed	-$205K	–	702
2023 Q1	$205K	Hold	6,913	–	–	﹤0.01%	587
2022 Q4	$257K	Sell	6,913 -1,021	-13%	-$39K	﹤0.01%	522
2022 Q3	$267K	Hold	7,934	–	–	﹤0.01%	502
2022 Q2	$236K	Sell	7,934 -847	-10%	-$27.1K	﹤0.01%	523
2022 Q1	$305K	Buy	8,781 +847	+11%	+$31.2K	﹤0.01%	516
2021 Q4	$281K	Hold	7,934	–	–	﹤0.01%	546
2021 Q3	$265K	Hold	7,934	–	–	﹤0.01%	544
2021 Q2	$247K	Buy	+7,934	New	+$256K	﹤0.01%	543

Other funds holding PGC

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

PGFC

Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SVBP

Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return

Zacks Investment Management's PGC Position: Q2 2023 in Review

Zacks Investment Management sold out of Peapack-Gladstone Financial (PGC) in Q2 2023, closing a stake of 6,913 shares — an estimated $205K sold.

Zacks Investment Management first reported a position in PGC in Q2 2021 and held it in 8 quarters. The position peaked at $305K in Q1 2022. 124 funds tracked by Wall St. Rank hold PGC as of Q2 2023.

Zacks Investment Management reported no remaining Peapack-Gladstone Financial position as of Q2 2023 after selling out during the quarter.
Zacks Investment Management sold 6,913 Peapack-Gladstone Financial shares in Q2 2023, an estimated $205K.
Zacks Investment Management first reported a position in Peapack-Gladstone Financial in Q2 2021 and held it in 8 quarters.
Zacks Investment Management's Peapack-Gladstone Financial position peaked at $305K in Q1 2022.
124 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2023.

Based on Zacks Investment Management's 13F filing for Q2 2023, filed 15 Aug 2023.