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Foresters Investment Management’s Prosperity Bancshares PB Stock Holding History

Foresters Investment Management’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
2019
Q3 		$9.75M Buy
138,000
+6,400
+5% +$430K 0.19% 178
2019
Q2 		$8.69M Sell
131,600
-25,400
-16% -$1.76M 0.16% 213
2019
Q1 		$10.8M Buy
157,000
+4,800
+3% +$342K 0.19% 173
2018
Q4 		$9.48M Sell
152,200
-71,500
-32% -$4.72M 0.18% 169
2018
Q3 		$15.5M Buy
223,700
+7,600
+4% +$547K 0.25% 137
2018
Q2 		$14.8M Buy
216,100
+4,300
+2% +$314K 0.25% 140
2018
Q1 		$15.4M Buy
211,800
+1,900
+0.9% +$142K 0.26% 143
2017
Q4 		$14.7M Buy
209,900
+1,500
+0.7% +$100K 0.23% 150
2017
Q3 		$13.7M Buy
208,400
+38,700
+23% +$2.42M 0.22% 155
2017
Q2 		$10.9M Buy
169,700
+6,800
+4% +$448K 0.18% 167
2017
Q1 		$11.4M Buy
162,900
+500
+0.3% +$36.3K 0.2% 162
2016
Q4 		$11.8M Buy
162,400
+22,000
+16% +$1.38M 0.21% 155
2016
Q3 		$7.71M Hold
140,400
– – 0.14% 178
2016
Q2 		$7.16M Buy
140,400
+23,500
+20% +$1.18M 0.14% 180
2016
Q1 		$5.42M Buy
116,900
+40,900
+54% +$1.73M 0.11% 197
2015
Q4 		$3.64M Hold
76,000
– – 0.07% 235
2015
Q3 		$3.73M Buy
76,000
+2,600
+4% +$137K 0.08% 232
2015
Q2 		$4.24M Hold
73,400
– – 0.08% 232
2015
Q1 		$3.85M Buy
73,400
+850
+1% +$43.2K 0.07% 236
2014
Q4 		$4.02M Buy
72,550
+250
+0.3% +$14.2K 0.08% 228
2014
Q3 		$4.13M Hold
72,300
– – 0.09% 219
2014
Q2 		$4.53M Buy
72,300
+400
+0.6% +$24.2K 0.09% 213
2014
Q1 		$4.76M Buy
+71,900
New +$4.55M 0.1% 204

Other funds holding PB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Foresters Investment Management's PB Position: Q3 2019 in Review

Foresters Investment Management increased its Prosperity Bancshares (PB) stake by 4.9% in Q3 2019, buying an estimated $430K and bringing the position to 138,000 shares worth $9.75M. The position accounts for 0.19% of the portfolio, ranked #178.

Foresters Investment Management first reported a position in PB in Q1 2014 and has held it in 23 quarters since. The position peaked at $15.5M in Q3 2018. 271 funds tracked by Wall St. Rank hold PB as of Q3 2019.

  • Foresters Investment Management held 138,000 shares of Prosperity Bancshares worth $9.75M as of Q3 2019.
  • Foresters Investment Management bought 6,400 Prosperity Bancshares shares in Q3 2019, an estimated $430K.
  • Prosperity Bancshares made up 0.19% of Foresters Investment Management's portfolio in Q3 2019, its #178 holding.
  • Foresters Investment Management first reported a position in Prosperity Bancshares in Q1 2014 and has held it in 23 quarters since.
  • Foresters Investment Management's Prosperity Bancshares position peaked at $15.5M in Q3 2018.
  • 271 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.