Levin Capital Strategies’s Post Holdings POST Stock Holding History

Levin Capital Strategies’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
2023 Q2	–	Sell	-2,842	Closed	-$255K	–	297
2023 Q1	$255K	Buy	+2,842	New	+$258K	0.03%	170
2019 Q4	–	Sell	-9,932	Closed	-$688K	–	227
2019 Q3	$688K	Buy	+9,932	New	+$677K	0.08%	104
2019 Q1	–	Sell	-1,772,740	Closed	-$103M	–	232
2018 Q4	$103M	Buy	1,772,740 +113,761	+7%	+$6.85M	2.28%	15
2018 Q3	$106M	Sell	1,658,979 -508,326	-23%	-$31.2M	1.83%	20
2018 Q2	$122M	Sell	2,167,305 -1,529,696	-41%	-$79.9M	2.1%	19
2018 Q1	$183M	Buy	3,697,001 +2,190,836	+145%	+$111M	3.33%	11
2017 Q4	$78.1M	Buy	1,506,165 +1,186,356	+371%	+$63.1M	1.32%	28
2017 Q3	$18.5M	Buy	319,809 +215,141	+206%	+$11.8M	0.31%	49
2017 Q2	$5.32M	Buy	+104,668	New	+$5.64M	0.09%	82

Other funds holding POST

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

Levin Capital Strategies's POST Position: Q2 2023 in Review

Levin Capital Strategies sold out of Post Holdings (POST) in Q2 2023, closing a stake of 2,842 shares — an estimated $255K sold.

Levin Capital Strategies first reported a position in POST in Q2 2017 and held it in 9 quarters. The position peaked at $183M in Q1 2018. 332 funds tracked by Wall St. Rank hold POST as of Q2 2023.

Levin Capital Strategies reported no remaining Post Holdings position as of Q2 2023 after selling out during the quarter.
Levin Capital Strategies sold 2,842 Post Holdings shares in Q2 2023, an estimated $255K.
Levin Capital Strategies first reported a position in Post Holdings in Q2 2017 and held it in 9 quarters.
Levin Capital Strategies's Post Holdings position peaked at $183M in Q1 2018.
332 funds tracked by Wall St. Rank held Post Holdings as of Q2 2023.

Based on Levin Capital Strategies's 13F filing for Q2 2023, filed 31 Jul 2023.