LWAM
THS

Legacy Wealth Asset Management’s Treehouse Foods THS Stock Holding History

Legacy Wealth 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
2025
Q1 		– Sell
-6,136
Closed -$216K – 362
2024
Q4 		$216K Buy
+6,136
New +$224K 0.06% 339

Other funds holding THS

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
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legacy Wealth Asset Management's THS Position: Q1 2025 in Review

Legacy Wealth Asset Management sold out of Treehouse Foods (THS) in Q1 2025, closing a stake of 6,136 shares — an estimated $216K sold.

Legacy Wealth Asset Management first reported a position in THS in Q4 2024 and held it in 1 quarter. The position peaked at $216K in Q4 2024. 227 funds tracked by Wall St. Rank hold THS as of Q1 2025.

  • Legacy Wealth Asset Management reported no remaining Treehouse Foods position as of Q1 2025 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 6,136 Treehouse Foods shares in Q1 2025, an estimated $216K.
  • Legacy Wealth Asset Management first reported a position in Treehouse Foods in Q4 2024 and held it in 1 quarter.
  • Legacy Wealth Asset Management's Treehouse Foods position peaked at $216K in Q4 2024.
  • 227 funds tracked by Wall St. Rank held Treehouse Foods as of Q1 2025.

Based on Legacy Wealth Asset Management's 13F filing for Q1 2025, filed 9 Apr 2025.