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

Foresters 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
2019
Q3 		$13.9M Sell
399,700
-11,800
-3% -$389K 0.27% 124
2019
Q2 		$13M Sell
411,500
-22,100
-5% -$657K 0.23% 142
2019
Q1 		$13M Buy
433,600
+97,600
+29% +$2.8M 0.23% 148
2018
Q4 		$10.4M Sell
336,000
-46,700
-12% -$1.7M 0.2% 160
2018
Q3 		$14.5M Buy
382,700
+7,300
+2% +$276K 0.23% 145
2018
Q2 		$14.4M Buy
375,400
+14,600
+4% +$492K 0.25% 145
2018
Q1 		$12.2M Buy
360,800
+22,000
+6% +$844K 0.2% 161
2017
Q4 		$15M Buy
338,800
+95,100
+39% +$4.33M 0.23% 147
2017
Q3 		$12.2M Buy
243,700
+300
+0.1% +$15.3K 0.2% 163
2017
Q2 		$12.9M Buy
243,400
+700
+0.3% +$37.5K 0.22% 152
2017
Q1 		$13.5M Buy
242,700
+600
+0.2% +$33.1K 0.24% 151
2016
Q4 		$12.5M Buy
242,100
+500
+0.2% +$24.1K 0.22% 152
2016
Q3 		$11.7M Buy
241,600
+550
+0.2% +$27.8K 0.22% 146
2016
Q2 		$13.4M Sell
241,050
-83,450
-26% -$4.6M 0.26% 130
2016
Q1 		$17.3M Hold
324,500
– – 0.35% 105
2015
Q4 		$16.7M Sell
324,500
-50,500
-13% -$2.51M 0.34% 111
2015
Q3 		$16.9M Sell
375,000
-49,600
-12% -$2.34M 0.36% 107
2015
Q2 		$19.6M Hold
424,600
– – 0.37% 103
2015
Q1 		$18.2M Sell
424,600
-28,200
-6% -$1.07M 0.35% 110
2014
Q4 		$15.7M Sell
452,800
-17,500
-4% -$581K 0.31% 118
2014
Q3 		$15.2M Sell
470,300
-30,000
-6% -$1M 0.32% 109
2014
Q2 		$17M Buy
500,300
+41,100
+9% +$1.32M 0.35% 111
2014
Q1 		$12.5M Hold
459,200
– – 0.27% 133
2013
Q4 		$16.4M Sell
459,200
-169,000
-27% -$5.61M 0.36% 112
2013
Q3 		$18.9M Hold
628,200
– – 0.46% 91
2013
Q2 		$18.3M Buy
+628,200
New +$17.7M 0.55% 84

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Foresters Investment Management reduced its Prestige Consumer Healthcare (PBH) stake by 2.9% in Q3 2019, selling an estimated $389K and leaving 399,700 shares worth $13.9M. The position accounts for 0.27% of the portfolio, ranked #124.

Foresters Investment Management first reported a position in PBH in Q2 2013 and has held it in 26 quarters since. The position peaked at $19.6M in Q2 2015. 230 funds tracked by Wall St. Rank hold PBH as of Q3 2019.

  • Foresters Investment Management held 399,700 shares of Prestige Consumer Healthcare worth $13.9M as of Q3 2019.
  • Foresters Investment Management sold 11,800 Prestige Consumer Healthcare shares in Q3 2019, an estimated $389K.
  • Prestige Consumer Healthcare made up 0.27% of Foresters Investment Management's portfolio in Q3 2019, its #124 holding.
  • Foresters Investment Management first reported a position in Prestige Consumer Healthcare in Q2 2013 and has held it in 26 quarters since.
  • Foresters Investment Management's Prestige Consumer Healthcare position peaked at $19.6M in Q2 2015.
  • 230 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q3 2019.

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