People`s United Financial Inc
US ˙ NASDAQ ˙ US7127041058
QUESTO SIMBOLO NON E' PIU' ATTIVO

SecurityPBCT / People`s United Financial Inc
InstitutionAperio Group, LLC
Latest Disclosed Ownership126,568 shares
Latest Disclosed Value $ 1,637,000
Aperio Group, LLC reports 49.79% increase in ownership of PBCT / People`s United Financial Inc

On February 5, 2021 - Aperio Group, LLC filed a 13F-HR form disclosing ownership of 126,568 shares of People`s United Financial Inc (US:PBCT) valued at $1,636,524 USD as of December 31, 2020. The entity filed a previous 13F-HR on November 6, 2020 disclosing 84,497 shares of People`s United Financial Inc. This represents a change in shares of 49.79% during the quarter. The current value of the position is $0 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2021-02-05 2020-12-31 13F PEOPLES UNITED FINANCIAL COM 712704105 126,568 42,071 49.79 1,637 87.94 0.0048
2020-11-06 2020-09-30 13F PEOPLES UNITED FINANCIAL COM 712704105 84,497 783 0.94 871 -10.11 0.0029
2020-08-13 2020-06-30 13F PEOPLES UNITED FINANCIAL COM 712704105 83,714 -172,769 -67.36 969 -65.81 0.0036
2020-05-05 2020-03-31 13F PEOPLES UTD FINL COM 712704105 256,483 152,541 146.76 2,834 61.30 0.0125
2020-02-13 2019-12-31 13F PEOPLES UTD FINL COM 712704105 103,942 8,807 9.26 1,757 18.16 0.0063
2019-11-06 2019-09-30 13F PEOPLES UNITED FINANCIAL COM 712704105 95,135 -42,759 -31.01 1,487 -35.74 0.0059
2019-07-30 2019-06-30 13F PEOPLES UNITED FINANCIAL COM 712704105 137,894 -35,327 -20.39 2,314 -18.75 0.0095
2019-05-13 2019-03-31 13F PEOPLES UNITED FINANCIAL COM 712704105 173,221 -37,686 -17.87 2,848 -6.41 0.0123
2019-05-06 2018-12-31 13F/A-1 PEOPLES UNITED FINANCIAL COM 712704105 210,907 34,920 19.84 3,043 1.00 0.0154
2019-02-14 2018-12-31 13F PEOPLES UNITED FINANCIAL COM 712704105 211,095 35,108 3,046
2019-05-06 2018-09-30 13F/A-1 PEOPLES UNITED FINANCIAL COM 712704105 175,987 -5,099 -2.82 3,013 -8.03 0.0133
2018-10-17 2018-09-30 13F PEOPLES UNITED FINANC COMMON 712704105 175,987 -5,099 3,013
2019-05-06 2018-06-30 13F/A-1 PEOPLES UNITED FINANCIAL COM 712704105 181,086 -55,495 -23.46 3,276 -25.80 0.0157
2018-07-30 2018-06-30 13F PEOPLES UNITED FINANC COMMON 712704105 181,086 -55,495 3,276
2019-05-01 2018-03-31 13F/A-1 PEOPLES UNITED FINANCIAL COM 712704105 236,581 -24,560 -9.40 4,415 -9.58 0.0220
2018-05-08 2018-03-31 13F PEOPLES UNITED FINANC COMMON 712704105 236,581 -24,560 4,415
2019-05-01 2017-12-31 13F/A-1 PEOPLES UNITED FINANCIAL COM 712704105 261,141 5,389 2.11 4,883 5.26 0.0252
2018-02-02 2017-12-31 13F PEOPLES UNITED FINANC COMMON 712704105 261,141 5,389 4,883
2019-05-01 2017-09-30 13F/A-1 PEOPLES UNITED FINANCIAL COM 712704105 255,752 10,130 4.12 4,639 6.94 0.0262
2017-10-25 2017-09-30 13F PEOPLES UNITED FINANC COMMON 712704105 255,752 10,130 4,639
2019-04-22 2017-06-30 13F/A-1 PEOPLES UNITED FINANCIAL COM 712704105 245,622 5,102 2.12 4,338 -0.89 0.0266
2017-07-18 2017-06-30 13F PEOPLES UNITED FINANC COMMON 712704105 245,622 5,102 4,338
2019-04-22 2017-03-31 13F/A-1 PEOPLES UNITED FINANCIAL COM 712704105 240,520 -4,184 -1.71 4,377 -7.60 0.0299
2017-05-05 2017-03-31 13F PEOPLES UNITED FINANC COMMON 712704105 240,520 -4,184 4,377
2019-04-22 2016-12-31 13F/A-1 PEOPLES UNITED FINANCIAL COM 712704105 244,704 74,683 43.93 4,737 76.10 0.0362
2017-02-14 2016-12-31 13F PEOPLES UNITED FINANC COMMON 712704105 244,704 74,683 4,737
2019-04-12 2016-09-30 13F/A-1 PEOPLES UNITED FINANCIAL COM 712704105 170,021 58,412 52.34 2,690 64.43 0.0195
2016-11-01 2016-09-30 13F PEOPLES UNITED FINANC COMMON 712704105 170,021 58,412 2,690
2019-04-12 2016-06-30 13F/A-1 PEOPLES UNITED FINANCIAL COM 712704105 111,609 52,113 87.59 1,636 72.57 0.0128
2016-08-12 2016-06-30 13F PEOPLES UNITED FINANC COMMON 712704105 111,609 52,113 1,636
2019-04-12 2016-03-31 13F/A-1 PEOPLES UNITED FINANCIAL COM 712704105 59,496 -10,324 -14.79 948 -15.96 0.0081
2016-04-28 2016-03-31 13F PEOPLES UNITED FINANC COMMON 712704105 59,496 -10,324 948
2016-01-21 2015-12-31 13F PEOPLES UNITED FINANC COMMON 712704105 69,820 2,067 3.05 1,128 5.82 0.0103
2015-10-19 2015-09-30 13F PEOPLES UNITED FINANC COMMON 712704105 67,753 14,183 26.48 1,066 22.81 0.0108
2015-07-29 2015-06-30 13F PEOPLES UNITED FINANC COMMON 712704105 53,570 27,843 108.22 868 121.99 0.0090
2015-04-29 2015-03-31 13F PEOPLES UNITED FINANC COMMON 712704105 25,727 25,727 0.00 391 0.0044
2015-01-30 2014-12-31 13F PEOPLES UNITED FINANC COMMON 712704105 0 -15,392 -100.00 0 -100.00
2014-10-21 2014-09-30 13F PEOPLES UNITED FINANC COMMON 712704105 15,392 1,845 13.62 223 8.25 0.0030
2014-07-23 2014-06-30 13F PEOPLES UNITED FINANC COMMON 712704105 13,547 -556 -3.94 206 -1.90 0.0030
2014-04-25 2014-03-31 13F PEOPLES UNITED FINANC COMMON 712704105 14,103 1,696 13.67 210 17.98 0.0030
2013-10-24 2013-09-30 13F PEOPLES UNITED FINANC COMMON 712704105 12,407 -2,130 -14.65 178 -17.97 0.0034
2013-07-19 2013-06-30 13F PEOPLES UNITED FINANC COMMON 712704105 14,537 14,537 217 0.0052
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.