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Okabena Investment Services’s Prestige Consumer Healthcare PBH Stock Holding History

Okabena Investment Services’s Portfolio PBH Stock Details PBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-48
Closed -$2.75K – 133
2023
Q3 		$2.75K Hold
48
– – ﹤0.01% 99
2023
Q2 		$2.85K Hold
48
– – ﹤0.01% 151
2023
Q1 		$3.01K Sell
48
-205
-81% -$12.8K ﹤0.01% 149
2022
Q4 		$15.8K Sell
253
-1,788
-88% -$103K 0.01% 120
2022
Q3 		$102K Sell
2,041
-48
-2% -$2.66K 0.05% 119
2022
Q2 		$123K Buy
2,089
+205
+11% +$11.3K 0.06% 100
2022
Q1 		$100K Hold
1,884
– – 0.04% 113
2021
Q4 		$114K Buy
+1,884
New +$112K 0.04% 120

Other funds holding PBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Okabena Investment Services's PBH Position: Q4 2023 in Review

Okabena Investment Services sold out of Prestige Consumer Healthcare (PBH) in Q4 2023, closing a stake of 48 shares — an estimated $2.75K sold.

Okabena Investment Services first reported a position in PBH in Q4 2021 and held it in 8 quarters. The position peaked at $123K in Q2 2022. 288 funds tracked by Wall St. Rank hold PBH as of Q4 2023.

  • Okabena Investment Services reported no remaining Prestige Consumer Healthcare position as of Q4 2023 after selling out during the quarter.
  • Okabena Investment Services sold 48 Prestige Consumer Healthcare shares in Q4 2023, an estimated $2.75K.
  • Okabena Investment Services first reported a position in Prestige Consumer Healthcare in Q4 2021 and held it in 8 quarters.
  • Okabena Investment Services's Prestige Consumer Healthcare position peaked at $123K in Q2 2022.
  • 288 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q4 2023.

Based on Okabena Investment Services's 13F filing for Q4 2023, filed 14 Feb 2024.