Peak shares owned by Thomas Stevens, CFA"
Historical chart of Thomas Stevens, CFA" investment in Peak
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Quarterly reported holdings in Peak by Thomas Stevens, CFA"
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $46M | 2.1M | 21.40 |
| 2026-03-31 | $51k | 3.1k | 16.43 |
| 2025-12-31 | $55k | 3.1k | 17.57 |
| 2024-09-30 | $407k | 18k | 22.87 |
| 2024-06-30 | $333k | 17k | 19.60 |
| 2024-03-31 | $26M | 1.4M | 18.75 |
| 2023-12-31 | $15M | 779k | 19.80 |
| 2023-09-30 | $7.6M | 414k | 18.36 |
| 2023-06-30 | $9.2M | 456k | 20.10 |
| 2022-12-31 | $1.0M | 40k | 25.07 |
| 2022-09-30 | $861k | 38k | 22.91 |
| 2022-06-30 | $1.2M | 45k | 25.90 |
| 2022-03-31 | $1.5M | 45k | 34.32 |
| 2021-12-31 | $6.1M | 170k | 36.09 |
| 2021-09-30 | $1.1M | 33k | 33.29 |
| 2021-06-30 | $1.1M | 33k | 33.29 |
| 2021-03-31 | $938k | 30k | 31.73 |
| 2020-12-31 | $1.3M | 42k | 30.24 |
| 2020-09-30 | $5.1M | 188k | 27.15 |
| 2020-06-30 | $6.8M | 247k | 27.56 |
| 2020-03-31 | $4.6M | 192k | 23.85 |
| 2019-12-31 | $5.2M | 151k | 34.47 |