Pettee Investors’s Post Holdings POST Stock Holding History

Pettee Investors’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
2022 Q1	–	Sell	-5,241	Closed	-$387K	–	123
2021 Q4	$387K	Hold	5,241	–	–	0.16%	103
2021 Q3	$378K	Hold	5,241	–	–	0.18%	100
2021 Q2	$372K	Hold	5,241	–	–	0.17%	102
2021 Q1	$363K	Hold	5,241	–	–	0.18%	103
2020 Q4	$346K	Hold	5,241	–	–	0.18%	102
2020 Q3	$295K	Hold	5,241	–	–	0.17%	103
2020 Q2	$301K	Sell	5,241 -649	-11%	-$37.8K	0.19%	99
2020 Q1	$320K	Sell	5,890 -5,348	-48%	-$348K	0.23%	90
2019 Q4	$802K	Hold	11,238	–	–	0.46%	64
2019 Q3	$778K	Hold	11,238	–	–	0.49%	65
2019 Q2	$765K	Hold	11,238	–	–	0.49%	64
2019 Q1	$805K	Hold	11,238	–	–	0.51%	60
2018 Q4	$656K	Buy	+11,238	New	+$677K	0.47%	63

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Pettee Investors's POST Position: Q1 2022 in Review

Pettee Investors sold out of Post Holdings (POST) in Q1 2022, closing a stake of 5,241 shares — an estimated $387K sold.

Pettee Investors first reported a position in POST in Q4 2018 and held it in 13 quarters. The position peaked at $805K in Q1 2019. 303 funds tracked by Wall St. Rank hold POST as of Q1 2022.

Pettee Investors reported no remaining Post Holdings position as of Q1 2022 after selling out during the quarter.
Pettee Investors sold 5,241 Post Holdings shares in Q1 2022, an estimated $387K.
Pettee Investors first reported a position in Post Holdings in Q4 2018 and held it in 13 quarters.
Pettee Investors's Post Holdings position peaked at $805K in Q1 2019.
303 funds tracked by Wall St. Rank held Post Holdings as of Q1 2022.

Based on Pettee Investors's 13F filing for Q1 2022, filed 16 May 2022.