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Longfellow Investment Management’s Prosperity Bancshares PB Stock Holding History

Longfellow Investment Management’s Portfolio PB Stock Details PB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-4
Closed – – 313
2022
Q3 		$0 Sell
4
-826
-100% -$59K ﹤0.01% 359
2022
Q2 		$58K Hold
830
– – 0.01% 229
2022
Q1 		$59K Hold
830
– – 0.01% 262
2021
Q4 		$61K Hold
830
– – 0.01% 271
2021
Q3 		$60K Hold
830
– – 0.01% 295
2021
Q2 		$60K Sell
830
-502
-38% -$37.5K 0.01% 306
2021
Q1 		$100K Buy
1,332
+4
+0.3% +$292 0.01% 358
2020
Q4 		$94K Buy
+1,328
New +$81.5K 0.01% 318

Other funds holding PB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Longfellow Investment Management's PB Position: Q4 2022 in Review

Longfellow Investment Management sold out of Prosperity Bancshares (PB) in Q4 2022, closing a stake of 4 shares.

Longfellow Investment Management first reported a position in PB in Q4 2020 and held it in 8 quarters. The position peaked at $100K in Q1 2021. 318 funds tracked by Wall St. Rank hold PB as of Q4 2022.

  • Longfellow Investment Management reported no remaining Prosperity Bancshares position as of Q4 2022 after selling out during the quarter.
  • Longfellow Investment Management sold 4 Prosperity Bancshares shares in Q4 2022.
  • Longfellow Investment Management first reported a position in Prosperity Bancshares in Q4 2020 and held it in 8 quarters.
  • Longfellow Investment Management's Prosperity Bancshares position peaked at $100K in Q1 2021.
  • 318 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q4 2022.

Based on Longfellow Investment Management's 13F filing for Q4 2022, filed 9 Feb 2023.