Eidelman Virant Capital’s Post Holdings POST Stock Holding History

Eidelman Virant Capital’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 Q4	–	Sell	-7,640	Closed	-$435K	–	195
2020 Q3	$435K	Buy	+7,640	New	+$436K	0.24%	76
2017 Q1	–	Sell	-7,640	Closed	-$401K	–	113
2016 Q4	$401K	Sell	7,640 -1,834	-19%	-$92.7K	0.23%	77
2016 Q3	$478K	Sell	9,474 -4,584	-33%	-$252K	0.29%	82
2016 Q2	$761K	Sell	14,058 -16,502	-54%	-$798K	0.47%	62
2016 Q1	$1.39M	Sell	30,560 -17,572	-37%	-$741K	0.94%	33
2015 Q4	$1.94M	Buy	+48,132	New	+$1.99M	1.17%	24
2015 Q3	–	Sell	-56,536	Closed	-$2M	–	160
2015 Q2	$2M	Buy	+56,536	New	+$1.74M	0.89%	36

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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 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 $291M AUM 49.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Eidelman Virant Capital's POST Position: Q4 2020 in Review

Eidelman Virant Capital sold out of Post Holdings (POST) in Q4 2020, closing a stake of 7,640 shares — an estimated $435K sold.

Eidelman Virant Capital first reported a position in POST in Q2 2015 and held it in 7 quarters. The position peaked at $2M in Q2 2015. 310 funds tracked by Wall St. Rank hold POST as of Q4 2020.

Eidelman Virant Capital reported no remaining Post Holdings position as of Q4 2020 after selling out during the quarter.
Eidelman Virant Capital sold 7,640 Post Holdings shares in Q4 2020, an estimated $435K.
Eidelman Virant Capital first reported a position in Post Holdings in Q2 2015 and held it in 7 quarters.
Eidelman Virant Capital's Post Holdings position peaked at $2M in Q2 2015.
310 funds tracked by Wall St. Rank held Post Holdings as of Q4 2020.

Based on Eidelman Virant Capital's 13F filing for Q4 2020, filed 26 Jan 2021.