Lee Financial’s Post Holdings POST Stock Holding History

Lee Financial’s Portfolio POST Stock Details POST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-215	Closed	-$12K	–	648
2018 Q2	$12K	Buy	215 +1	+0.5%	+$52	﹤0.01%	447
2018 Q1	$11K	Buy	+214	New	+$10.8K	﹤0.01%	450

Other funds holding POST

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lee Financial's POST Position: Q3 2018 in Review

Lee Financial sold out of Post Holdings (POST) in Q3 2018, closing a stake of 215 shares — an estimated $12K sold.

Lee Financial first reported a position in POST in Q1 2018 and held it in 2 quarters. The position peaked at $12K in Q2 2018. 321 funds tracked by Wall St. Rank hold POST as of Q3 2018.

Lee Financial reported no remaining Post Holdings position as of Q3 2018 after selling out during the quarter.
Lee Financial sold 215 Post Holdings shares in Q3 2018, an estimated $12K.
Lee Financial first reported a position in Post Holdings in Q1 2018 and held it in 2 quarters.
Lee Financial's Post Holdings position peaked at $12K in Q2 2018.
321 funds tracked by Wall St. Rank held Post Holdings as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.