Next Financial Group’s Post Holdings POST Stock Holding History

Next Financial Group’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
2021 Q4	$52K	Buy	711 +162	+30%	+$11.1K	﹤0.01%	1458
2021 Q3	$40K	Hold	549	–	–	﹤0.01%	1511
2021 Q2	$39K	Hold	549	–	–	﹤0.01%	1492
2021 Q1	$38K	Hold	549	–	–	﹤0.01%	1391
2020 Q4	$36K	Sell	549 -68	-11%	-$4.2K	﹤0.01%	1314
2020 Q3	$35K	Buy	+617	New	+$35.2K	﹤0.01%	1214
2020 Q2	–	Sell	-617	Closed	-$34K	–	1559
2020 Q1	$34K	Hold	617	–	–	﹤0.01%	1107
2019 Q4	$44K	Sell	617 -210	-25%	-$14.4K	﹤0.01%	1237
2019 Q3	$57K	Sell	827 -130	-14%	-$8.86K	0.01%	1107
2019 Q2	$65K	Buy	+957	New	+$67.3K	0.01%	1078
2019 Q1	–	Sell	-827	Closed	-$48K	–	2002
2018 Q4	$48K	Buy	+827	New	+$49.8K	0.01%	815
2017 Q1	–	Sell	-1,184	Closed	-$62K	–	2187
2016 Q4	$62K	Hold	1,184	–	–	0.01%	874
2016 Q3	$60K	Buy	+1,184	New	+$65K	0.01%	869
2014 Q4	–	Sell	-2,407	Closed	-$52K	–	2243
2014 Q3	$52K	Buy	+2,407	New	+$64.2K	0.01%	927

Other funds holding POST

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 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

Next Financial Group's POST Position: Q4 2021 in Review

Next Financial Group increased its Post Holdings (POST) stake by 30% in Q4 2021, buying an estimated $11.1K and bringing the position to 711 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #1458.

Next Financial Group first reported a position in POST in Q3 2014 and has held it in 14 quarters since. The position peaked at $65K in Q2 2019. 328 funds tracked by Wall St. Rank hold POST as of Q4 2021.

Next Financial Group held 711 shares of Post Holdings worth $52K as of Q4 2021.
Next Financial Group bought 162 Post Holdings shares in Q4 2021, an estimated $11.1K.
Post Holdings made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1458 holding.
Next Financial Group first reported a position in Post Holdings in Q3 2014 and has held it in 14 quarters since.
Next Financial Group's Post Holdings position peaked at $65K in Q2 2019.
328 funds tracked by Wall St. Rank held Post Holdings as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.