Neo Ivy Capital Management’s Prosperity Bancshares PB Stock Holding History

Neo Ivy Capital 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
2023 Q4	$192K	Buy	+2,834	New	+$166K	0.43%	78
2022 Q2	–	Sell	-2,350	Closed	-$164K	–	557
2022 Q1	$164K	Buy	+2,350	New	+$173K	0.15%	231
2021 Q4	–	Sell	-923	Closed	-$55K	–	583
2021 Q3	$55K	Buy	+923	New	+$63.9K	0.06%	311
2020 Q3	–	Sell	-923	Closed	-$55K	–	575
2020 Q2	$55K	Buy	+923	New	+$53.3K	0.06%	311
2019 Q4	–	Sell	-1,459	Closed	-$95K	–	367
2019 Q3	$95K	Buy	+1,459	New	+$98.1K	0.06%	231

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

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

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

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

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

Neo Ivy Capital Management's PB Position: Q4 2023 in Review

Neo Ivy Capital Management opened a new position in Prosperity Bancshares (PB) in Q4 2023: 2,834 shares worth $192K. The stake represents 0.43% of the portfolio and ranks #78 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in PB as recently as Q1 2022.

Neo Ivy Capital Management first reported a position in PB in Q3 2019 and has held it in 5 quarters since. 314 funds tracked by Wall St. Rank hold PB as of Q4 2023.

Neo Ivy Capital Management held 2,834 shares of Prosperity Bancshares worth $192K as of Q4 2023.
Prosperity Bancshares was a new Neo Ivy Capital Management position in Q4 2023.
Prosperity Bancshares made up 0.43% of Neo Ivy Capital Management's portfolio in Q4 2023, its #78 holding.
Neo Ivy Capital Management first reported a position in Prosperity Bancshares in Q3 2019 and has held it in 5 quarters since.
314 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q4 2023.

Based on Neo Ivy Capital Management's 13F filing for Q4 2023, filed 26 Feb 2024.