Pathstone Family Office’s Post Holdings POST Stock Holding History

Pathstone Family Office’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
2023 Q3	$449K	Buy	5,234 +1,670	+47%	+$146K	﹤0.01%	1091
2023 Q2	$309K	Buy	3,564 +11	+0.3%	+$965	﹤0.01%	952
2023 Q1	$320K	Sell	3,553 -4,601	-56%	-$418K	0.01%	885
2022 Q4	$674K	Buy	8,154 +653	+9%	+$58.2K	0.01%	964
2022 Q3	$614K	Buy	+7,501	New	+$649K	0.01%	982
2017 Q3	–	Sell	-452	Closed	-$23K	–	300
2017 Q2	$23K	Buy	+452	New	+$24.4K	0.01%	270

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

LCOV

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Pathstone Family Office's POST Position: Q3 2023 in Review

Pathstone Family Office increased its Post Holdings (POST) stake by 47% in Q3 2023, buying an estimated $146K and bringing the position to 5,234 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Pathstone Family Office first reported a position in POST in Q2 2017 and has held it in 6 quarters since. The position peaked at $674K in Q4 2022. 357 funds tracked by Wall St. Rank hold POST as of Q3 2023.

Pathstone Family Office held 5,234 shares of Post Holdings worth $449K as of Q3 2023.
Pathstone Family Office bought 1,670 Post Holdings shares in Q3 2023, an estimated $146K.
Post Holdings made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1091 holding.
Pathstone Family Office first reported a position in Post Holdings in Q2 2017 and has held it in 6 quarters since.
Pathstone Family Office's Post Holdings position peaked at $674K in Q4 2022.
357 funds tracked by Wall St. Rank held Post Holdings as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.