Baystate Wealth Management’s Post Holdings POST Stock Holding History

Baystate Wealth 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
2022 Q4	–	Sell	-13	Closed	-$1K	–	975
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	839
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	860
2022 Q1	$1K	Sell	13 -7	-35%	-$490	﹤0.01%	847
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	843
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	794
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	763
2021 Q1	$1K	Hold	20	–	–	﹤0.01%	692
2020 Q4	$1K	Hold	20	–	–	﹤0.01%	643
2020 Q3	$1K	Hold	20	–	–	﹤0.01%	607
2020 Q2	$1K	Hold	20	–	–	﹤0.01%	618
2020 Q1	$1K	Hold	20	–	–	﹤0.01%	566
2019 Q4	$1K	Hold	20	–	–	﹤0.01%	590
2019 Q3	$1K	Hold	20	–	–	﹤0.01%	545
2019 Q2	$1K	Hold	20	–	–	﹤0.01%	595
2019 Q1	$1K	Hold	20	–	–	﹤0.01%	610
2018 Q4	$1K	Hold	20	–	–	﹤0.01%	616
2018 Q3	$1K	Hold	20	–	–	﹤0.01%	628
2018 Q2	$1K	Hold	20	–	–	﹤0.01%	639
2018 Q1	$1K	Hold	20	–	–	﹤0.01%	607
2017 Q4	$1K	Hold	20	–	–	﹤0.01%	601
2017 Q3	$1K	Hold	20	–	–	﹤0.01%	583
2017 Q2	$1K	Hold	20	–	–	﹤0.01%	613
2017 Q1	$1K	Buy	+20	New	+$1.1K	﹤0.01%	579
2013 Q3	–	Sell	-8	Closed	–	–	181
2013 Q2	$0	Buy	+8	New	+$230	﹤0.01%	289

Other funds holding POST

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

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 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

CCP

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

LCOV

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

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

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

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

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Baystate Wealth Management's POST Position: Q4 2022 in Review

Baystate Wealth Management sold out of Post Holdings (POST) in Q4 2022, closing a stake of 13 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in POST in Q2 2013 and held it in 24 quarters. The position peaked at $1K in Q3 2022. 357 funds tracked by Wall St. Rank hold POST as of Q4 2022.

Baystate Wealth Management reported no remaining Post Holdings position as of Q4 2022 after selling out during the quarter.
Baystate Wealth Management sold 13 Post Holdings shares in Q4 2022, an estimated $1K.
Baystate Wealth Management first reported a position in Post Holdings in Q2 2013 and held it in 24 quarters.
Baystate Wealth Management's Post Holdings position peaked at $1K in Q3 2022.
357 funds tracked by Wall St. Rank held Post Holdings as of Q4 2022.

Based on Baystate Wealth Management's 13F filing for Q4 2022, filed 13 Jan 2023.