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FORA Capital’s Prestige Consumer Healthcare PBH Stock Holding History

FORA Capital’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
Q1 		– Sell
-4,479
Closed -$274K – 535
2023
Q4 		$274K Buy
4,479
+603
+16% +$35.8K 0.02% 390
2023
Q3 		$222K Buy
+3,876
New +$234K 0.02% 425
2023
Q2 		– Sell
-7,234
Closed -$453K – 555
2023
Q1 		$453K Buy
+7,234
New +$452K 0.05% 369
2021
Q2 		– Sell
-2,199
Closed -$97K – 1078
2021
Q1 		$97K Buy
+2,199
New +$92.4K 0.03% 414
2020
Q4 		– Sell
-499
Closed -$18K – 1085
2020
Q3 		$18K Buy
+499
New +$18.6K 0.01% 598
2020
Q2 		– Sell
-1,789
Closed -$66K – 1207
2020
Q1 		$66K Buy
+1,789
New +$69.5K 0.01% 710

Other funds holding PBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FORA Capital's PBH Position: Q1 2024 in Review

FORA Capital sold out of Prestige Consumer Healthcare (PBH) in Q1 2024, closing a stake of 4,479 shares — an estimated $274K sold.

FORA Capital first reported a position in PBH in Q1 2020 and held it in 6 quarters. The position peaked at $453K in Q1 2023. 312 funds tracked by Wall St. Rank hold PBH as of Q1 2024.

  • FORA Capital reported no remaining Prestige Consumer Healthcare position as of Q1 2024 after selling out during the quarter.
  • FORA Capital sold 4,479 Prestige Consumer Healthcare shares in Q1 2024, an estimated $274K.
  • FORA Capital first reported a position in Prestige Consumer Healthcare in Q1 2020 and held it in 6 quarters.
  • FORA Capital's Prestige Consumer Healthcare position peaked at $453K in Q1 2023.
  • 312 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q1 2024.

Based on FORA Capital's 13F filing for Q1 2024, filed 2 May 2024.