McDonald Partners’s Post Holdings POST Stock Holding History

McDonald Partners’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	-2,300	Closed	-$207K	–	246
2023 Q1	$207K	Hold	2,300	–	–	0.07%	216
2022 Q4	$208K	Buy	+2,300	New	+$205K	0.07%	212
2021 Q4	–	Sell	-3,514	Closed	-$253K	–	685
2021 Q3	$253K	Hold	3,514	–	–	0.06%	266
2021 Q2	$249K	Hold	3,514	–	–	0.06%	267
2021 Q1	$243K	Hold	3,514	–	–	0.06%	257
2020 Q4	$232K	Buy	+3,514	New	+$217K	0.07%	250

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

McDonald Partners's POST Position: Q2 2023 in Review

McDonald Partners sold out of Post Holdings (POST) in Q2 2023, closing a stake of 2,300 shares — an estimated $207K sold.

McDonald Partners first reported a position in POST in Q4 2020 and held it in 6 quarters. The position peaked at $253K in Q3 2021. 332 funds tracked by Wall St. Rank hold POST as of Q2 2023.

McDonald Partners reported no remaining Post Holdings position as of Q2 2023 after selling out during the quarter.
McDonald Partners sold 2,300 Post Holdings shares in Q2 2023, an estimated $207K.
McDonald Partners first reported a position in Post Holdings in Q4 2020 and held it in 6 quarters.
McDonald Partners's Post Holdings position peaked at $253K in Q3 2021.
332 funds tracked by Wall St. Rank held Post Holdings as of Q2 2023.

Based on McDonald Partners's 13F filing for Q2 2023, filed 17 Jul 2023.