Congress Asset Management’s Prosperity Bancshares PB Stock Holding History

Congress Asset Management’s Portfolio PB Stock Details PB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-35,186	Closed	-$2.44M	–	372
2018 Q3	$2.44M	Sell	35,186 -31,113	-47%	-$2.24M	0.03%	262
2018 Q2	$4.53M	Sell	66,299 -2,100	-3%	-$153K	0.06%	189
2018 Q1	$4.97M	Buy	68,399 +1,400	+2%	+$105K	0.07%	175
2017 Q4	$4.7M	Buy	66,999 +6,285	+10%	+$420K	0.07%	175
2017 Q3	$3.99M	Buy	+60,714	New	+$3.8M	0.06%	191

Other funds holding PB

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Congress Asset Management's PB Position: Q4 2018 in Review

Congress Asset Management sold out of Prosperity Bancshares (PB) in Q4 2018, closing a stake of 35,186 shares — an estimated $2.44M sold.

Congress Asset Management first reported a position in PB in Q3 2017 and held it in 5 quarters. The position peaked at $4.97M in Q1 2018. 260 funds tracked by Wall St. Rank hold PB as of Q4 2018.

Congress Asset Management reported no remaining Prosperity Bancshares position as of Q4 2018 after selling out during the quarter.
Congress Asset Management sold 35,186 Prosperity Bancshares shares in Q4 2018, an estimated $2.44M.
Congress Asset Management first reported a position in Prosperity Bancshares in Q3 2017 and held it in 5 quarters.
Congress Asset Management's Prosperity Bancshares position peaked at $4.97M in Q1 2018.
260 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q4 2018.

Based on Congress Asset Management's 13F filing for Q4 2018, filed 25 Jan 2019.