UFF
POST icon

USA Financial Formulas’s Post Holdings POST Stock Holding History

USA Financial Formulas’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
Q4 		– Sell
-2,749
Closed -$318K – 349
2024
Q3 		$318K Buy
+2,749
New +$308K 0.05% 114
2023
Q4 		– Sell
-886
Closed -$76K – 493
2023
Q3 		$76K Hold
886
– – 0.11% 175
2023
Q2 		$76.8K Sell
886
-481
-35% -$42.2K 0.12% 130
2023
Q1 		$123K Buy
+1,367
New +$124K 0.2% 77
2022
Q3 		$176K Buy
+2,147
New +$186K 0.28% 59

Other funds holding POST

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
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

USA Financial Formulas's POST Position: Q4 2024 in Review

USA Financial Formulas sold out of Post Holdings (POST) in Q4 2024, closing a stake of 2,749 shares — an estimated $318K sold.

USA Financial Formulas first reported a position in POST in Q3 2022 and held it in 5 quarters. The position peaked at $318K in Q3 2024. 413 funds tracked by Wall St. Rank hold POST as of Q4 2024.

  • USA Financial Formulas reported no remaining Post Holdings position as of Q4 2024 after selling out during the quarter.
  • USA Financial Formulas sold 2,749 Post Holdings shares in Q4 2024, an estimated $318K.
  • USA Financial Formulas first reported a position in Post Holdings in Q3 2022 and held it in 5 quarters.
  • USA Financial Formulas's Post Holdings position peaked at $318K in Q3 2024.
  • 413 funds tracked by Wall St. Rank held Post Holdings as of Q4 2024.

Based on USA Financial Formulas's 13F filing for Q4 2024, filed 14 Jan 2025.