$153 Million is the total value of PEOPLES BANK /OH's 161 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FNDF | New | SCHWABmutual funds - | $1,665,940 | – | 52,603 | +100.0% | 1.09% | – |
| MUB | New | ISHARESmutual funds - | $508,598 | – | 4,960 | +100.0% | 0.33% | – |
| MEAR | New | ISHARESmutual funds - | $290,591 | – | 5,834 | +100.0% | 0.19% | – |
| DRI | New | DARDEN RESTAURANTS INC. | $221,991 | – | 1,550 | +100.0% | 0.14% | – |
| AMGN | New | AMGEN INC | $210,170 | – | 782 | +100.0% | 0.14% | – |
| VO | New | VANGUARDmutual funds - | $207,200 | – | 995 | +100.0% | 0.14% | – |
| INTC | New | INTEL CORP | $203,349 | – | 5,720 | +100.0% | 0.13% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- 13F MANAGER #1
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PEOPLES BANCORP INC | 32 | Q3 2023 | 24.3% |
| ISHARES | 32 | Q3 2023 | 9.0% |
| ISHARES | 32 | Q3 2023 | 6.7% |
| ISHARES | 32 | Q3 2023 | 5.3% |
| SPDR | 32 | Q3 2023 | 4.0% |
| ISHARES | 32 | Q3 2023 | 3.5% |
| PROCTER & GAMBLE CO | 32 | Q3 2023 | 3.3% |
| ISHARES | 32 | Q3 2023 | 2.3% |
| ISHARES | 32 | Q3 2023 | 6.0% |
| CHEVRON CORPORATION | 32 | Q3 2023 | 3.1% |
View PEOPLES BANK /OH's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| PEOPLES BANCORP INC | February 01, 2022 | ? | ? |
View PEOPLES BANK /OH's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-07-29 |
| 13F-HR | 2022-05-03 |
| SC 13G | 2022-02-01 |
View PEOPLES BANK /OH's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.