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Fernwood Investment Management’s Prestige Consumer Healthcare PBH Stock Holding History

Fernwood Investment Management’s Portfolio PBH Stock Details PBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-200
Closed -$14.5K – 551
2024
Q1 		$14.5K Buy
+200
New +$13.4K ﹤0.01% 498

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fernwood Investment Management's PBH Position: Q2 2024 in Review

Fernwood Investment Management sold out of Prestige Consumer Healthcare (PBH) in Q2 2024, closing a stake of 200 shares — an estimated $14.5K sold.

Fernwood Investment Management first reported a position in PBH in Q1 2024 and held it in 1 quarter. The position peaked at $14.5K in Q1 2024. 306 funds tracked by Wall St. Rank hold PBH as of Q2 2024.

  • Fernwood Investment Management reported no remaining Prestige Consumer Healthcare position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 200 Prestige Consumer Healthcare shares in Q2 2024, an estimated $14.5K.
  • Fernwood Investment Management first reported a position in Prestige Consumer Healthcare in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Prestige Consumer Healthcare position peaked at $14.5K in Q1 2024.
  • 306 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.