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Bailard’s Prestige Consumer Healthcare PBH Stock Holding History

Bailard’s Portfolio PBH Stock Details PBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,885
Closed -$225K – 819
2024
Q4 		$225K Hold
2,885
– – 0.01% 661
2024
Q3 		$208K Sell
2,885
-215
-7% -$15.2K 0.01% 707
2024
Q2 		$213K Buy
+3,100
New +$210K 0.01% 660
2023
Q3 		– Sell
-4,700
Closed -$279K – 758
2023
Q2 		$279K Buy
4,700
+300
+7% +$18K 0.01% 530
2023
Q1 		$276K Buy
4,400
+1,000
+29% +$62.4K 0.01% 526
2022
Q4 		$213K Sell
3,400
-7,400
-69% -$424K 0.01% 639
2022
Q3 		$538K Buy
10,800
+7,300
+209% +$404K 0.02% 350
2022
Q2 		$206K Buy
+3,500
New +$193K 0.01% 606
2022
Q1 		– Sell
-3,600
Closed -$218K – 792
2021
Q4 		$218K Buy
+3,600
New +$214K 0.01% 664
2019
Q2 		– Sell
-8,200
Closed -$245K – 590
2019
Q1 		$245K Buy
+8,200
New +$235K 0.02% 455

Other funds holding PBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bailard's PBH Position: Q1 2025 in Review

Bailard sold out of Prestige Consumer Healthcare (PBH) in Q1 2025, closing a stake of 2,885 shares — an estimated $225K sold.

Bailard first reported a position in PBH in Q1 2019 and held it in 10 quarters. The position peaked at $538K in Q3 2022. 359 funds tracked by Wall St. Rank hold PBH as of Q1 2025.

  • Bailard reported no remaining Prestige Consumer Healthcare position as of Q1 2025 after selling out during the quarter.
  • Bailard sold 2,885 Prestige Consumer Healthcare shares in Q1 2025, an estimated $225K.
  • Bailard first reported a position in Prestige Consumer Healthcare in Q1 2019 and held it in 10 quarters.
  • Bailard's Prestige Consumer Healthcare position peaked at $538K in Q3 2022.
  • 359 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q1 2025.

Based on Bailard's 13F filing for Q1 2025, filed 2 May 2025.