Ritholtz Wealth Management’s Prestige Consumer Healthcare PBH Stock Holding History

Ritholtz Wealth Management’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
2022 Q4	–	Sell	-4,166	Closed	-$208K	–	699
2022 Q3	$208K	Sell	4,166 -4,856	-54%	-$269K	0.01%	647
2022 Q2	$530K	Buy	9,022 +1,679	+23%	+$92.6K	0.03%	305
2022 Q1	$389K	Sell	7,343 -1,230	-14%	-$71K	0.03%	358
2021 Q4	$520K	Buy	8,573 +3,789	+79%	+$225K	0.03%	295
2021 Q3	$268K	Buy	+4,784	New	+$263K	0.02%	396

Other funds holding PBH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ritholtz Wealth Management's PBH Position: Q4 2022 in Review

Ritholtz Wealth Management sold out of Prestige Consumer Healthcare (PBH) in Q4 2022, closing a stake of 4,166 shares — an estimated $208K sold.

Ritholtz Wealth Management first reported a position in PBH in Q3 2021 and held it in 5 quarters. The position peaked at $530K in Q2 2022. 289 funds tracked by Wall St. Rank hold PBH as of Q4 2022.

Ritholtz Wealth Management reported no remaining Prestige Consumer Healthcare position as of Q4 2022 after selling out during the quarter.
Ritholtz Wealth Management sold 4,166 Prestige Consumer Healthcare shares in Q4 2022, an estimated $208K.
Ritholtz Wealth Management first reported a position in Prestige Consumer Healthcare in Q3 2021 and held it in 5 quarters.
Ritholtz Wealth Management's Prestige Consumer Healthcare position peaked at $530K in Q2 2022.
289 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q4 2022.

Based on Ritholtz Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.