EI
POST icon

Ellevest Inc’s Post Holdings POST Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-634
Closed -$57K – 1289
2023
Q1 		$57K Sell
634
-35
-5% -$3.18K ﹤0.01% 567
2022
Q4 		$60.4K Buy
669
+162
+32% +$14.4K 0.01% 560
2022
Q3 		$42K Buy
507
+293
+137% +$25.3K ﹤0.01% 628
2022
Q2 		$18K Sell
214
-1
-0.5% -$78 ﹤0.01% 775
2022
Q1 		$15K Sell
215
-118
-35% -$8.26K ﹤0.01% 799
2021
Q4 		$25K Hold
333
– – ﹤0.01% 668
2021
Q3 		$24K Buy
+333
New +$23.6K ﹤0.01% 631
2021
Q2 		– Sell
-332
Closed -$23K – 1383
2021
Q1 		$23K Sell
332
-19
-5% -$1.25K ﹤0.01% 630
2020
Q4 		$23K Buy
+351
New +$21.7K ﹤0.01% 605

Other funds holding POST

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
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
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ellevest Inc's POST Position: Q2 2023 in Review

Ellevest Inc sold out of Post Holdings (POST) in Q2 2023, closing a stake of 634 shares — an estimated $57K sold.

Ellevest Inc first reported a position in POST in Q4 2020 and held it in 9 quarters. The position peaked at $60.4K in Q4 2022. 332 funds tracked by Wall St. Rank hold POST as of Q2 2023.

  • Ellevest Inc reported no remaining Post Holdings position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 634 Post Holdings shares in Q2 2023, an estimated $57K.
  • Ellevest Inc first reported a position in Post Holdings in Q4 2020 and held it in 9 quarters.
  • Ellevest Inc's Post Holdings position peaked at $60.4K in Q4 2022.
  • 332 funds tracked by Wall St. Rank held Post Holdings as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.