Monarch Partners Asset Management’s Prosperity Bancshares PB Stock Holding History

Monarch Partners Asset 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
2021 Q1	–	Sell	-62,988	Closed	-$4.37M	–	182
2020 Q4	$4.37M	Sell	62,988 -33,405	-35%	-$2.05M	0.76%	57
2020 Q3	$5M	Buy	+96,393	New	+$5.28M	1.12%	29
2020 Q2	–	Sell	-68,708	Closed	-$3.31M	–	200
2020 Q1	$3.31M	Buy	+68,708	New	+$4.47M	1.16%	37
2017 Q2	–	Sell	-16,448	Closed	-$1.15M	–	190
2017 Q1	$1.15M	Sell	16,448 -13,270	-45%	-$964K	0.12%	125
2016 Q4	$2.13M	Buy	+29,718	New	+$1.86M	0.18%	120

Other funds holding PB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Monarch Partners Asset Management's PB Position: Q1 2021 in Review

Monarch Partners Asset Management sold out of Prosperity Bancshares (PB) in Q1 2021, closing a stake of 62,988 shares — an estimated $4.37M sold.

Monarch Partners Asset Management first reported a position in PB in Q4 2016 and held it in 5 quarters. The position peaked at $5M in Q3 2020. 330 funds tracked by Wall St. Rank hold PB as of Q1 2021.

Monarch Partners Asset Management reported no remaining Prosperity Bancshares position as of Q1 2021 after selling out during the quarter.
Monarch Partners Asset Management sold 62,988 Prosperity Bancshares shares in Q1 2021, an estimated $4.37M.
Monarch Partners Asset Management first reported a position in Prosperity Bancshares in Q4 2016 and held it in 5 quarters.
Monarch Partners Asset Management's Prosperity Bancshares position peaked at $5M in Q3 2020.
330 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2021.

Based on Monarch Partners Asset Management's 13F filing for Q1 2021, filed 11 May 2021.