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Latest PEOPLES BANK /OH Stock Portfolio

PEOPLES BANK /OH Performance:
2024 Q3: 3.06%YTD: 2.88%2023: 14.24%
Performance for 2024 Q3 is 3.06%, and YTD is 2.88%, and 2023 is 14.24%.

About PEOPLES BANK /OH and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, PEOPLES BANK /OH reported an equity portfolio of $195.8 Millions as of 30 Sep, 2024.

The top stock holdings of PEOPLES BANK /OH are IJR, PEBO, IJR. The fund has invested 10.7% of it's portfolio in ISHARES and 9% of portfolio in PEOPLES BANCORP INC.

The fund managers got completely rid off INVESCO (BSAE), GENERAL DYNAMICS (GD) and ISHARES (IJR) stocks. They significantly reduced their stock positions in AMERICAN ELEC POWER INC COMMON (AEP), NETAPP INC (NTAP) and SPDR (BIL). PEOPLES BANK /OH opened new stock positions in CLOROX (CLX), ISHARES (IJR) and CHARTER COMMUNICATIONS INC NEW (CHTR). The fund showed a lot of confidence in some stocks as they added substantially to CINTAS CORPORATION (CTAS), ISHARES (IJR) and BERKSHIRE HATHAWAY INC.

PEOPLES BANK /OH Annual Return Estimates Vs S&P 500

Our best estimate is that PEOPLES BANK /OH made a return of 3.06% in the last quarter. In trailing 12 months, it's portfolio return was 13%.

New Buys

Ticker$ Bought
clorox215,856
ishares205,428
charter communications inc new204,170
New stocks bought by PEOPLES BANK /OH

Additions

Ticker% Inc.
cintas corporation277
ishares57.00
berkshire hathaway inc33.08
ishares19.86
nvidia corporation11.24
discover financial services6.78
ishares6.77
alphabet inc5.4
Additions to existing portfolio by PEOPLES BANK /OH

Reductions

Ticker% Reduced
american elec power inc common-34.24
netapp inc-31.42
spdr-30.64
travelers cos inc-30.6
cisco systems-29.72
cummins engine-28.94
metlife-27.85
prudential financial inc-23.83
PEOPLES BANK /OH reduced stake in above stock

Sold off

Ticker$ Sold
invesco-531,618
hp inc-237,821
cvs health corporation-315,499
wisdomtree-224,287
the bank of new york mellon corp-242,077
state street corp-213,194
edison international-203,870
lyondellbasell-221,166
PEOPLES BANK /OH got rid off the above stocks

Sector Distribution

PEOPLES BANK /OH has about 53.8% of it's holdings in Others sector.

Sector%
Others53.8
Financial Services12.6
Technology10.6
Healthcare4.5
Consumer Cyclical4
Energy3.7
Industrials3.6
Consumer Defensive3.6
Communication Services2.6

Market Cap. Distribution

PEOPLES BANK /OH has about 36.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED53.8
MEGA-CAP24.5
LARGE-CAP12.1
SMALL-CAP9

Stocks belong to which Index?

About 45.6% of the stocks held by PEOPLES BANK /OH either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others54.4
S&P 50036
RUSSELL 20009.6
Top 5 Winners (%)%
DHI
d r horton inc
35.4 %
SHW
sherwin williams co. common
27.3 %
IBM
ibm
26.1 %
LMT
lockheed martin corp
24.6 %
BMY
bristol myers squibb
24.6 %
Top 5 Winners ($)$
IJR
ishares
1.0 M
AAPL
apple inc
0.7 M
IJR
ishares
0.6 M
IJR
ishares
0.5 M
IJR
ishares
0.4 M
Top 5 Losers (%)%
CTAS
cintas corporation
-72.2 %
F
ford motor co
-15.8 %
QCOM
qualcomm inc
-14.5 %
AMAT
applied materials delaware
-14.4 %
AVGO
broadcom inc
-12.5 %
Top 5 Losers ($)$
CTAS
cintas corporation
-1.8 M
CVX
chevron corporation
-0.2 M
MSFT
microsoft corp
-0.2 M
AVGO
broadcom inc
-0.1 M
GOOG
alphabet inc
-0.1 M

PEOPLES BANK /OH Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of PEOPLES BANK /OH

PEOPLES BANK /OH has 125 stocks in it's portfolio. About 47.6% of the portfolio is in top 10 stocks. CTAS proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for PEOPLES BANK /OH last quarter.

Last Reported on: 23 Oct, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions