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Ziegler Capital Management’s Peoples Bancorp PEBO Stock Holding History

Ziegler 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 		$737K Buy
24,875
+1,661
+7% +$48.8K 0.03% 317
2023
Q4 		$784K Sell
23,214
-415
-2% -$12.1K 0.04% 309
2023
Q3 		$600K Sell
23,629
-146
-0.6% -$3.88K 0.02% 323
2023
Q2 		$631K Sell
23,775
-5,611
-19% -$146K 0.02% 327
2023
Q1 		$757K Buy
29,386
+285
+1% +$8.21K 0.03% 320
2022
Q4 		$822K Buy
+29,101
New +$856K 0.03% 311

Other funds holding PEBO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
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 $3.8B AUM 23.19% 1-Year Est. Return
PBO
Peoples Bank (Ohio) Marietta, Ohio $195M AUM 28.11% 1-Year Est. Return

Ziegler Capital Management's PEBO Position: Q1 2024 in Review

Ziegler Capital Management increased its Peoples Bancorp (PEBO) stake by 7.2% in Q1 2024, buying an estimated $48.8K and bringing the position to 24,875 shares worth $737K. The position accounts for 0.03% of the portfolio, ranked #317.

Ziegler Capital Management first reported a position in PEBO in Q4 2022 and has held it in 6 quarters since. The position peaked at $822K in Q4 2022. 159 funds tracked by Wall St. Rank hold PEBO as of Q1 2024.

  • Ziegler Capital Management held 24,875 shares of Peoples Bancorp worth $737K as of Q1 2024.
  • Ziegler Capital Management bought 1,661 Peoples Bancorp shares in Q1 2024, an estimated $48.8K.
  • Peoples Bancorp made up 0.03% of Ziegler Capital Management's portfolio in Q1 2024, its #317 holding.
  • Ziegler Capital Management first reported a position in Peoples Bancorp in Q4 2022 and has held it in 6 quarters since.
  • Ziegler Capital Management's Peoples Bancorp position peaked at $822K in Q4 2022.
  • 159 funds tracked by Wall St. Rank held Peoples Bancorp as of Q1 2024.

Based on Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.