Stocks Most Commonly
Held By Funds

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
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Name Funds
holding 		Growth Growth % Return since
31 Mar ‘24
2001
61 -3 -5% 25.1%
2002
122 -6 -5% 33.5%
2003
284 -14 -5% 2.71%
PEBO icon
2004
Peoples Bancorp
PEBO
$1.23B
159 -8 -5% 15.3%
2005
218 -11 -5% 68.7%
2006
99 -5 -5% 48%
2007
158 -8 -5% 11.3%
2008
59 -3 -5% 91.9%
2009
137 -7 -5% 206%
2010
137 -7 -5% 11.7%
KCE icon
2011
State Street SPDR S&P Capital Markets ETF
KCE
$447M
78 -4 -5% 35.8%
2012
136 -7 -5% 48.7%
2013
231 -12 -5% 50.5%
2014
96 -5 -5% 88.3%
2015
96 -5 -5% 23.4%
2016
134 -7 -5% 8.61%
2017
153 -8 -5% 18.3%
2018
38 -2 -5% 29.2%
2019
38 -2 -5% 111%
2020
38 -2 -5% 42%
2021
57 -3 -5% 20.4%
2022
57 -3 -5% 81%
2023
76 -4 -5% 54.4%
2024
133 -7 -5% 1.15%
2025
245 -13 -5% 22.7%
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