Emerald Mutual Fund Advisers Trust’s Prosperity Bancshares PB Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2024 Q4	–	Sell	-4,016	Closed	-$289K	–	231
2024 Q3	$289K	Hold	4,016	–	–	0.02%	172
2024 Q2	$246K	Hold	4,016	–	–	0.01%	180
2024 Q1	$264K	Sell	4,016 -6,547	-62%	-$417K	0.01%	178
2023 Q4	$715K	Hold	10,563	–	–	0.04%	173
2023 Q3	$577K	Hold	10,563	–	–	0.03%	171
2023 Q2	$597K	Hold	10,563	–	–	0.03%	169
2023 Q1	$650K	Buy	+10,563	New	+$752K	0.04%	176
2021 Q1	–	Sell	-22,390	Closed	-$1.55M	–	237
2020 Q4	$1.55M	Buy	+22,390	New	+$1.37M	0.05%	164
2014 Q4	–	Sell	-8,000	Closed	-$457K	–	223
2014 Q3	$457K	Sell	8,000 -4,080	-34%	-$244K	0.04%	191
2014 Q2	$756K	Hold	12,080	–	–	0.07%	175
2014 Q1	$799K	Sell	12,080 -12,080	-50%	-$765K	0.08%	170
2013 Q4	$1.53M	Buy	24,160 +13,710	+131%	+$865K	0.09%	156
2013 Q3	$646K	Buy	10,450 +4,690	+81%	+$278K	0.09%	153
2013 Q2	$298K	Buy	+5,760	New	+$277K	0.05%	179

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's PB Position: Q4 2024 in Review

Emerald Mutual Fund Advisers Trust sold out of Prosperity Bancshares (PB) in Q4 2024, closing a stake of 4,016 shares — an estimated $289K sold.

Emerald Mutual Fund Advisers Trust first reported a position in PB in Q2 2013 and held it in 14 quarters. The position peaked at $1.55M in Q4 2020. 368 funds tracked by Wall St. Rank hold PB as of Q4 2024.

Emerald Mutual Fund Advisers Trust reported no remaining Prosperity Bancshares position as of Q4 2024 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 4,016 Prosperity Bancshares shares in Q4 2024, an estimated $289K.
Emerald Mutual Fund Advisers Trust first reported a position in Prosperity Bancshares in Q2 2013 and held it in 14 quarters.
Emerald Mutual Fund Advisers Trust's Prosperity Bancshares position peaked at $1.55M in Q4 2020.
368 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q4 2024.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2024, filed 14 Feb 2025.