Stephens Inc’s Post Holdings POST Stock Holding History

Stephens Inc’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
2024 Q2	–	Sell	-2,000	Closed	-$213K	–	1332
2024 Q1	$213K	Buy	+2,000	New	+$200K	﹤0.01%	1144
2022 Q1	–	Sell	-3,056	Closed	-$225K	–	1374
2021 Q4	$225K	Sell	3,056 -237	-7%	-$16.3K	﹤0.01%	1156
2021 Q3	$237K	Buy	3,293 +84	+3%	+$5.96K	﹤0.01%	1147
2021 Q2	$228K	Hold	3,209	–	–	﹤0.01%	1153
2021 Q1	$222K	Buy	+3,209	New	+$210K	﹤0.01%	1133
2019 Q4	–	Sell	-3,056	Closed	-$212K	–	1190
2019 Q3	$212K	Hold	3,056	–	–	﹤0.01%	1037
2019 Q2	$208K	Hold	3,056	–	–	﹤0.01%	1057
2019 Q1	$219K	Sell	3,056 -2,582	-46%	-$169K	0.01%	1028
2018 Q4	$329K	Sell	5,638 -833	-13%	-$50.2K	0.01%	813
2018 Q3	$415K	Buy	+6,471	New	+$397K	0.01%	837

Other funds holding POST

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

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 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

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

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

LCOV

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Stephens Inc's POST Position: Q2 2024 in Review

Stephens Inc sold out of Post Holdings (POST) in Q2 2024, closing a stake of 2,000 shares — an estimated $213K sold.

Stephens Inc first reported a position in POST in Q3 2018 and held it in 10 quarters. The position peaked at $415K in Q3 2018. 380 funds tracked by Wall St. Rank hold POST as of Q2 2024.

Stephens Inc reported no remaining Post Holdings position as of Q2 2024 after selling out during the quarter.
Stephens Inc sold 2,000 Post Holdings shares in Q2 2024, an estimated $213K.
Stephens Inc first reported a position in Post Holdings in Q3 2018 and held it in 10 quarters.
Stephens Inc's Post Holdings position peaked at $415K in Q3 2018.
380 funds tracked by Wall St. Rank held Post Holdings as of Q2 2024.

Based on Stephens Inc's 13F filing for Q2 2024, filed 6 Aug 2024.