Connacht Asset Management’s Post Holdings POST Stock Holding History

Connacht Asset 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
2023 Q3	$375K	Sell	4,372 -1,065	-20%	-$92.9K	2.22%	16
2023 Q2	$471K	Buy	5,437 +385	+8%	+$33.8K	0.64%	36
2023 Q1	$454K	Buy	5,052 +613	+14%	+$55.7K	0.19%	78
2022 Q4	$401K	Sell	4,439 -2,507	-36%	-$224K	0.18%	80
2022 Q3	$569K	Buy	6,946 +888	+15%	+$76.8K	0.4%	63
2022 Q2	$499K	Sell	6,058 -3,339	-36%	-$259K	0.21%	95
2022 Q1	$651K	Buy	9,397 +5,028	+115%	+$352K	0.33%	69
2021 Q4	$322K	Buy	+4,369	New	+$300K	0.31%	88

Other funds holding POST

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Connacht Asset Management's POST Position: Q3 2023 in Review

Connacht Asset Management reduced its Post Holdings (POST) stake by 20% in Q3 2023, selling an estimated $92.9K and leaving 4,372 shares worth $375K. The position accounts for 2.22% of the portfolio, ranked #16.

Connacht Asset Management first reported a position in POST in Q4 2021 and has held it in 8 quarters since. The position peaked at $651K in Q1 2022. 357 funds tracked by Wall St. Rank hold POST as of Q3 2023.

Connacht Asset Management held 4,372 shares of Post Holdings worth $375K as of Q3 2023.
Connacht Asset Management sold 1,065 Post Holdings shares in Q3 2023, an estimated $92.9K.
Post Holdings made up 2.22% of Connacht Asset Management's portfolio in Q3 2023, its #16 holding.
Connacht Asset Management first reported a position in Post Holdings in Q4 2021 and has held it in 8 quarters since.
Connacht Asset Management's Post Holdings position peaked at $651K in Q1 2022.
357 funds tracked by Wall St. Rank held Post Holdings as of Q3 2023.

Based on Connacht Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.