IFAM
THS

Institutional & Family Asset Management’s Treehouse Foods THS Stock Holding History

Institutional & Family Asset Management’s Portfolio THS Stock Details THS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-138
Closed -$6K – 923
2021
Q3 		$6K Hold
138
– – ﹤0.01% 639
2021
Q2 		$6K Hold
138
– – ﹤0.01% 690
2021
Q1 		$7K Hold
138
– – ﹤0.01% 636
2020
Q4 		$6K Buy
138
+78
+130% +$3.17K ﹤0.01% 624
2020
Q3 		$2K Buy
+60
New +$2.55K ﹤0.01% 735

Other funds holding THS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Institutional & Family Asset Management's THS Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Treehouse Foods (THS) in Q4 2021, closing a stake of 138 shares — an estimated $6K sold.

Institutional & Family Asset Management first reported a position in THS in Q3 2020 and held it in 5 quarters. The position peaked at $7K in Q1 2021. 225 funds tracked by Wall St. Rank hold THS as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining Treehouse Foods position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 138 Treehouse Foods shares in Q4 2021, an estimated $6K.
  • Institutional & Family Asset Management first reported a position in Treehouse Foods in Q3 2020 and held it in 5 quarters.
  • Institutional & Family Asset Management's Treehouse Foods position peaked at $7K in Q1 2021.
  • 225 funds tracked by Wall St. Rank held Treehouse Foods as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.