PEAPACK GLADSTONE FINANCIAL CORP

BEDMINSTER, NJ How do I update this listing?

Peapack Gladstone Financial Corp is based out of Bedminster. Their last reported 13F filing for Q3 2020 included $2,752,786,000 in managed 13F securities and a top 10 holdings concentration of 24.92%. Peapack Gladstone Financial Corp's largest holding is Apple Inc with shares held of 1,234,423. Peapack Gladstone Financial Corp has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 81 13F filings, and 191 Form 4 filings The firm last filed a Form D notice of exempt offering of securities on 2015-05-08. The notice included securities offered of Equity,Option, Warrant or Other Right to Acquire Another Security

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09/30/2020

13F Activity

  • Market Value $2.753 Billion
  • Prior Market Value $2.526 Billion
  • New Purchases16 stocks
  • Additional Purchases183 stocks
  • Sold out of11 stocks
  • Reduced holdings in122 stocks
  • Top 10 Holdings % 24.92 %
  • Turnover % [1]:7.14%
  • Turnover Alt % [2]: 2.46 %
  • Time Held Top20:18.40 quarters
  • Time Held Top10:15.50 quarters
  • Time Held All:32.29 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

09/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-11-16

Performance for Q3 2020: 6.76%
Performance Last 4 Quarters: 7.74%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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Insider Transactions in the past year

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Form D Filings

Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Form D contains basic information about the offering and the company.

Form D Filings
Filing Date Form Type Industry Group Securities Offered Total Offering Amount Total Amount Sold Total Remaining
2015-05-08 D COMMERCIAL BANKING Equity,Option, Warrant or Other Right to Acquire Another Security 2,000,000 2,000,000 0
Other Issuers in Filings
Name Address
No Other Issuers
Related Parties included in filings
Name Address Relationship
DOUGLAS L. KENNEDY subscription required
    EXECUTIVE OFFICER
FINN M. W. CASPERSEN, JR. subscription required
    EXECUTIVE OFFICER
JEFFREY J. CARFORA subscription required
    EXECUTIVE OFFICER
JOHN P. BABCOCK subscription required
    EXECUTIVE OFFICER
VINCENT A. SPERO subscription required
    EXECUTIVE OFFICER

WhaleScore history for PEAPACK GLADSTONE FINANCIAL CORP

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