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KLR Investment Advisors’s Prestige Consumer Healthcare PBH Stock Holding History

KLR Investment Advisors’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 		$343K Sell
4,908
-40
-0.8% -$2.67K 0.25% 122
2023
Q4 		$303K Buy
+4,948
New +$294K 0.22% 142

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

KLR Investment Advisors's PBH Position: Q1 2024 in Review

KLR Investment Advisors reduced its Prestige Consumer Healthcare (PBH) stake by 0.81% in Q1 2024, selling an estimated $2.67K and leaving 4,908 shares worth $343K. The position accounts for 0.25% of the portfolio, ranked #122.

KLR Investment Advisors first reported a position in PBH in Q4 2023 and has held it in 2 quarters since. 312 funds tracked by Wall St. Rank hold PBH as of Q1 2024.

  • KLR Investment Advisors held 4,908 shares of Prestige Consumer Healthcare worth $343K as of Q1 2024.
  • KLR Investment Advisors sold 40 Prestige Consumer Healthcare shares in Q1 2024, an estimated $2.67K.
  • Prestige Consumer Healthcare made up 0.25% of KLR Investment Advisors's portfolio in Q1 2024, its #122 holding.
  • KLR Investment Advisors first reported a position in Prestige Consumer Healthcare in Q4 2023 and has held it in 2 quarters since.
  • 312 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.