Bartlett & Co’s Post Holdings POST Stock Holding History

Bartlett & Co’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
2023 Q4	$5K	Hold	59	–	–	﹤0.01%	1077
2023 Q3	$5K	Hold	59	–	–	﹤0.01%	993
2023 Q2	$5K	Hold	59	–	–	﹤0.01%	989
2023 Q1	$5K	Hold	59	–	–	﹤0.01%	897
2022 Q4	$5K	Hold	59	–	–	﹤0.01%	921
2022 Q3	$5K	Hold	59	–	–	﹤0.01%	929
2022 Q2	$5K	Hold	59	–	–	﹤0.01%	1016
2022 Q1	$4K	Buy	+59	New	+$4.13K	﹤0.01%	941
2021 Q4	–	Sell	-90	Closed	-$6K	–	754
2021 Q3	$6K	Hold	90	–	–	﹤0.01%	752
2021 Q2	$6K	Hold	90	–	–	﹤0.01%	742
2021 Q1	$6K	Hold	90	–	–	﹤0.01%	777
2020 Q4	$6K	Buy	+90	New	+$5.56K	﹤0.01%	779

Other funds holding POST

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

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

LCOV

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Bartlett & Co's POST Position: Q4 2023 in Review

Bartlett & Co held its Post Holdings (POST) position steady in Q4 2023 at 59 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

Bartlett & Co first reported a position in POST in Q4 2020 and has held it in 12 quarters since. The position peaked at $6K in Q3 2021. 362 funds tracked by Wall St. Rank hold POST as of Q4 2023.

Bartlett & Co held 59 shares of Post Holdings worth $5K as of Q4 2023.
Bartlett & Co left its Post Holdings share count unchanged in Q4 2023.
Post Holdings made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #1077 holding.
Bartlett & Co first reported a position in Post Holdings in Q4 2020 and has held it in 12 quarters since.
Bartlett & Co's Post Holdings position peaked at $6K in Q3 2021.
362 funds tracked by Wall St. Rank held Post Holdings as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.