SFG
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Steward Financial Group’s Post Holdings POST Stock Holding History

Steward Financial Group’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
2023
Q3 		$4K Buy
+56
New +$4.89K ﹤0.01% 752
2022
Q3 		– Sell
-15
Closed -$1K – 1000
2022
Q2 		$1K Buy
+15
New +$1.16K ﹤0.01% 831

Other funds holding POST

ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Steward Financial Group's POST Position: Q3 2023 in Review

Steward Financial Group opened a new position in Post Holdings (POST) in Q3 2023: 56 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #752 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in POST as recently as Q2 2022.

Steward Financial Group first reported a position in POST in Q2 2022 and has held it in 2 quarters since. 357 funds tracked by Wall St. Rank hold POST as of Q3 2023.

  • Steward Financial Group held 56 shares of Post Holdings worth $4K as of Q3 2023.
  • Post Holdings was a new Steward Financial Group position in Q3 2023.
  • Post Holdings made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #752 holding.
  • Steward Financial Group first reported a position in Post Holdings in Q2 2022 and has held it in 2 quarters since.
  • 357 funds tracked by Wall St. Rank held Post Holdings as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.