LAS
PBH icon

Lloyd Advisory Services’s Prestige Consumer Healthcare PBH Stock Holding History

Lloyd Advisory Services’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
-3,963
Closed -$227K – 282
2023
Q3 		$227K Buy
+3,963
New +$240K 0.07% 221

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

Lloyd Advisory Services's PBH Position: Q4 2023 in Review

Lloyd Advisory Services sold out of Prestige Consumer Healthcare (PBH) in Q4 2023, closing a stake of 3,963 shares — an estimated $227K sold.

Lloyd Advisory Services first reported a position in PBH in Q3 2023 and held it in 1 quarter. The position peaked at $227K in Q3 2023. 288 funds tracked by Wall St. Rank hold PBH as of Q4 2023.

  • Lloyd Advisory Services reported no remaining Prestige Consumer Healthcare position as of Q4 2023 after selling out during the quarter.
  • Lloyd Advisory Services sold 3,963 Prestige Consumer Healthcare shares in Q4 2023, an estimated $227K.
  • Lloyd Advisory Services first reported a position in Prestige Consumer Healthcare in Q3 2023 and held it in 1 quarter.
  • Lloyd Advisory Services's Prestige Consumer Healthcare position peaked at $227K in Q3 2023.
  • 288 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.