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Systematic Financial Management’s Prosperity Bancshares PB Stock Holding History

Systematic Financial Management’s Portfolio PB Stock Details PB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-19,400
Closed -$1.34M – 674
2018
Q3 		$1.34M Buy
+19,400
New +$1.4M 0.03% 434
2018
Q1 		– Sell
-21,760
Closed -$1.52M – 669
2017
Q4 		$1.52M Sell
21,760
-3,650
-14% -$244K 0.03% 377
2017
Q3 		$1.67M Sell
25,410
-2,190
-8% -$137K 0.03% 321
2017
Q2 		$1.77M Buy
+27,600
New +$1.82M 0.03% 394
2015
Q2 		– Sell
-166,564
Closed -$8.74M – 720
2015
Q1 		$8.74M Sell
166,564
-47,275
-22% -$2.4M 0.07% 278
2014
Q4 		$11.8M Sell
213,839
-16,600
-7% -$941K 0.09% 248
2014
Q3 		$13.2M Sell
230,439
-8,940
-4% -$535K 0.1% 214
2014
Q2 		$15M Sell
239,379
-36,350
-13% -$2.2M 0.1% 215
2014
Q1 		$18.2M Sell
275,729
-196,005
-42% -$12.4M 0.13% 182
2013
Q4 		$29.9M Sell
471,734
-10,523
-2% -$664K 0.22% 122
2013
Q3 		$29.8M Sell
482,257
-282,775
-37% -$16.8M 0.24% 108
2013
Q2 		$39.6M Buy
+765,032
New +$36.8M 0.34% 93

Other funds holding PB

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Systematic Financial Management's PB Position: Q4 2018 in Review

Systematic Financial Management sold out of Prosperity Bancshares (PB) in Q4 2018, closing a stake of 19,400 shares — an estimated $1.34M sold.

Systematic Financial Management first reported a position in PB in Q2 2013 and held it in 12 quarters. The position peaked at $39.6M in Q2 2013. 260 funds tracked by Wall St. Rank hold PB as of Q4 2018.

  • Systematic Financial Management reported no remaining Prosperity Bancshares position as of Q4 2018 after selling out during the quarter.
  • Systematic Financial Management sold 19,400 Prosperity Bancshares shares in Q4 2018, an estimated $1.34M.
  • Systematic Financial Management first reported a position in Prosperity Bancshares in Q2 2013 and held it in 12 quarters.
  • Systematic Financial Management's Prosperity Bancshares position peaked at $39.6M in Q2 2013.
  • 260 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q4 2018.

Based on Systematic Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.