Banyan Capital Management’s Post Holdings POST Stock Holding History

Banyan Capital Management’s Portfolio POST Stock Details POST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-22,752	Closed	-$1.62M	–	20
2019 Q4	$1.62M	Sell	22,752 -19,902	-47%	-$1.36M	1.42%	15
2019 Q3	$2.96M	Sell	42,654 -25,180	-37%	-$1.72M	2.8%	15
2019 Q2	$4.62M	Sell	67,834 -6,392	-9%	-$449K	4.33%	14
2019 Q1	$5.31M	Sell	74,226 -4,665	-6%	-$306K	5.42%	9
2018 Q4	$4.6M	Buy	+78,891	New	+$4.75M	5.15%	10

Other funds holding POST

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Banyan Capital Management's POST Position: Q1 2020 in Review

Banyan Capital Management sold out of Post Holdings (POST) in Q1 2020, closing a stake of 22,752 shares — an estimated $1.62M sold.

Banyan Capital Management first reported a position in POST in Q4 2018 and held it in 5 quarters. The position peaked at $5.31M in Q1 2019. 305 funds tracked by Wall St. Rank hold POST as of Q1 2020.

Banyan Capital Management reported no remaining Post Holdings position as of Q1 2020 after selling out during the quarter.
Banyan Capital Management sold 22,752 Post Holdings shares in Q1 2020, an estimated $1.62M.
Banyan Capital Management first reported a position in Post Holdings in Q4 2018 and held it in 5 quarters.
Banyan Capital Management's Post Holdings position peaked at $5.31M in Q1 2019.
305 funds tracked by Wall St. Rank held Post Holdings as of Q1 2020.

Based on Banyan Capital Management's 13F filing for Q1 2020, filed 4 May 2020.