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Lindenwold Advisors’s Prestige Consumer Healthcare PBH Stock Holding History

Lindenwold 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
2023
Q4 		– Sell
-5,702
Closed -$326K – 117
2023
Q3 		$326K Sell
5,702
-3,612
-39% -$218K 0.2% 80
2023
Q2 		$554K Sell
9,314
-2,931
-24% -$175K 0.34% 59
2023
Q1 		$767K Sell
12,245
-174
-1% -$10.9K 0.48% 57
2022
Q4 		$777K Sell
12,419
-1,069
-8% -$61.3K 0.52% 57
2022
Q3 		$672K Buy
13,488
+314
+2% +$17.4K 0.5% 60
2022
Q2 		$775K Sell
13,174
-128
-1% -$7.06K 0.55% 54
2022
Q1 		$704K Buy
13,302
+611
+5% +$35.3K 0.43% 61
2021
Q4 		$770K Buy
+12,691
New +$753K 0.45% 61

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Lindenwold Advisors's PBH Position: Q4 2023 in Review

Lindenwold Advisors sold out of Prestige Consumer Healthcare (PBH) in Q4 2023, closing a stake of 5,702 shares — an estimated $326K sold.

Lindenwold Advisors first reported a position in PBH in Q4 2021 and held it in 8 quarters. The position peaked at $777K in Q4 2022. 288 funds tracked by Wall St. Rank hold PBH as of Q4 2023.

  • Lindenwold Advisors reported no remaining Prestige Consumer Healthcare position as of Q4 2023 after selling out during the quarter.
  • Lindenwold Advisors sold 5,702 Prestige Consumer Healthcare shares in Q4 2023, an estimated $326K.
  • Lindenwold Advisors first reported a position in Prestige Consumer Healthcare in Q4 2021 and held it in 8 quarters.
  • Lindenwold Advisors's Prestige Consumer Healthcare position peaked at $777K in Q4 2022.
  • 288 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q4 2023.

Based on Lindenwold Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.