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Simplicity Solutions’s Prestige Consumer Healthcare PBH Stock Holding History

Simplicity Solutions’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
-6,645
Closed -$380K – 1092
2023
Q3 		$380K Buy
6,645
+820
+14% +$49.6K 0.01% 679
2023
Q2 		$346K Buy
5,825
+1,374
+31% +$82.2K 0.01% 782
2023
Q1 		$279K Buy
+4,451
New +$278K 0.01% 883

Other funds holding PBH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Simplicity Solutions's PBH Position: Q4 2023 in Review

Simplicity Solutions sold out of Prestige Consumer Healthcare (PBH) in Q4 2023, closing a stake of 6,645 shares — an estimated $380K sold.

Simplicity Solutions first reported a position in PBH in Q1 2023 and held it in 3 quarters. The position peaked at $380K in Q3 2023. 288 funds tracked by Wall St. Rank hold PBH as of Q4 2023.

  • Simplicity Solutions reported no remaining Prestige Consumer Healthcare position as of Q4 2023 after selling out during the quarter.
  • Simplicity Solutions sold 6,645 Prestige Consumer Healthcare shares in Q4 2023, an estimated $380K.
  • Simplicity Solutions first reported a position in Prestige Consumer Healthcare in Q1 2023 and held it in 3 quarters.
  • Simplicity Solutions's Prestige Consumer Healthcare position peaked at $380K in Q3 2023.
  • 288 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.