SGI
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Summit Global Investments’s Post Holdings POST Stock Holding History

Summit Global Investments’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
Q4 		– Sell
-6,454
Closed -$553K – 575
2023
Q3 		$553K Sell
6,454
-308
-5% -$26.9K 0.04% 323
2023
Q2 		$586K Sell
6,762
-4,938
-42% -$433K 0.04% 312
2023
Q1 		$1.05M Buy
+11,700
New +$1.06M 0.08% 227

Other funds holding POST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Summit Global Investments's POST Position: Q4 2023 in Review

Summit Global Investments sold out of Post Holdings (POST) in Q4 2023, closing a stake of 6,454 shares — an estimated $553K sold.

Summit Global Investments first reported a position in POST in Q1 2023 and held it in 3 quarters. The position peaked at $1.05M in Q1 2023. 362 funds tracked by Wall St. Rank hold POST as of Q4 2023.

  • Summit Global Investments reported no remaining Post Holdings position as of Q4 2023 after selling out during the quarter.
  • Summit Global Investments sold 6,454 Post Holdings shares in Q4 2023, an estimated $553K.
  • Summit Global Investments first reported a position in Post Holdings in Q1 2023 and held it in 3 quarters.
  • Summit Global Investments's Post Holdings position peaked at $1.05M in Q1 2023.
  • 362 funds tracked by Wall St. Rank held Post Holdings as of Q4 2023.

Based on Summit Global Investments's 13F filing for Q4 2023, filed 6 Feb 2024.