MPS Loria Financial Planners’s Treehouse Foods THS Stock Holding History

MPS Loria Financial Planners’s Portfolio THS Stock Details THS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-734	Closed	-$38K	–	512
2021 Q1	$38K	Hold	734	–	–	0.02%	186
2020 Q4	$32K	Hold	734	–	–	0.01%	194
2020 Q3	$30K	Hold	734	–	–	0.02%	176
2020 Q2	$32K	Buy	+734	New	+$35.8K	0.02%	172
2017 Q3	–	Sell	-734	Closed	-$52K	–	301
2017 Q2	$52K	Buy	+734	New	+$60K	0.03%	147

Other funds holding THS

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

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

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

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIP

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MPS Loria Financial Planners's THS Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Treehouse Foods (THS) in Q2 2021, closing a stake of 734 shares — an estimated $38K sold.

MPS Loria Financial Planners first reported a position in THS in Q2 2017 and held it in 5 quarters. The position peaked at $52K in Q2 2017. 234 funds tracked by Wall St. Rank hold THS as of Q2 2021.

MPS Loria Financial Planners reported no remaining Treehouse Foods position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 734 Treehouse Foods shares in Q2 2021, an estimated $38K.
MPS Loria Financial Planners first reported a position in Treehouse Foods in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Treehouse Foods position peaked at $52K in Q2 2017.
234 funds tracked by Wall St. Rank held Treehouse Foods as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.