Pricing

PEOPLES BANK

0 followers ยท
MARIETTA OH Banks
13F Summary
Peoples Bank is based out of Marietta. Their last reported 13F filing for Q4 2023 included $170,190,022 in managed 13F securities and a top 10 holdings concentration of 49.98%. Peoples Bank's largest holding is Peoples Bancorp, Inc. (OH) with shares held of 588,017. Whalewisdom has at least 33 13F filings, and 5 13G filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Confidential Treatment - Holdings omitted in latest filing.

2023-12-31

13F Activity

Market Value $170m, Prior: $153m
New Purchases 17 stocks
Added To 13 stocks
Sold out of 4 stocks
Reduced holdings in 58 stocks
Top 10 Holdings % 49.98%
Turnover %[1] 17.65%
Turnover Alt %[2] 2.69%
Time Held Top 20 18.65 quarters
Time Held Top 10 17.3 quarters
Time Held All 18.66 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.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance