Scott Ferguson’s Post Holdings POST Stock Holding History

Scott Ferguson’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 Q2	–	Sell	-905,000	Closed	-$62.7M	–	23
2022 Q1	$62.7M	Sell	905,000 -1,313,656	-59%	-$91.9M	1.6%	10
2021 Q4	$164M	Hold	2,218,656	–	–	3.85%	6
2021 Q3	$160M	Buy	+2,218,656	New	+$157M	3.94%	9

Other funds holding POST

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Scott Ferguson's POST Position: Q2 2022 in Review

Scott Ferguson sold out of Post Holdings (POST) in Q2 2022, closing a stake of 905,000 shares — an estimated $62.7M sold.

Scott Ferguson first reported a position in POST in Q3 2021 and held it in 3 quarters. The position peaked at $164M in Q4 2021. 310 funds tracked by Wall St. Rank hold POST as of Q2 2022.

Scott Ferguson reported no remaining Post Holdings position as of Q2 2022 after selling out during the quarter.
Scott Ferguson sold 905,000 Post Holdings shares in Q2 2022, an estimated $62.7M.
Scott Ferguson first reported a position in Post Holdings in Q3 2021 and held it in 3 quarters.
Scott Ferguson's Post Holdings position peaked at $164M in Q4 2021.
310 funds tracked by Wall St. Rank held Post Holdings as of Q2 2022.

Based on Sachem Head Capital Management's 13F filing for Q2 2022, filed 12 Aug 2022.