Van Hulzen Asset Management’s Prosperity Bancshares PB Stock Holding History

Van Hulzen Asset 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
2020 Q2	–	Sell	-4,500	Closed	-$217K	–	281
2020 Q1	$217K	Sell	4,500 -2,400	-35%	-$156K	0.05%	223
2019 Q4	$496K	Hold	6,900	–	–	0.1%	149
2019 Q3	$487K	Hold	6,900	–	–	0.1%	136
2019 Q2	$456K	Buy	6,900 +200	+3%	+$13.8K	0.1%	149
2019 Q1	$463K	Hold	6,700	–	–	0.12%	119
2018 Q4	$417K	Sell	6,700 -10,825	-62%	-$714K	0.12%	128
2018 Q3	$1.22M	Buy	17,525 +3,955	+29%	+$285K	0.32%	67
2018 Q2	$928K	Sell	13,570 -25	-0.2%	-$1.82K	0.28%	69
2018 Q1	$987K	Buy	13,595 +205	+2%	+$15.4K	0.3%	75
2017 Q4	$938K	Buy	+13,390	New	+$895K	0.29%	76

Other funds holding PB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Van Hulzen Asset Management's PB Position: Q2 2020 in Review

Van Hulzen Asset Management sold out of Prosperity Bancshares (PB) in Q2 2020, closing a stake of 4,500 shares — an estimated $217K sold.

Van Hulzen Asset Management first reported a position in PB in Q4 2017 and held it in 10 quarters. The position peaked at $1.22M in Q3 2018. 306 funds tracked by Wall St. Rank hold PB as of Q2 2020.

Van Hulzen Asset Management reported no remaining Prosperity Bancshares position as of Q2 2020 after selling out during the quarter.
Van Hulzen Asset Management sold 4,500 Prosperity Bancshares shares in Q2 2020, an estimated $217K.
Van Hulzen Asset Management first reported a position in Prosperity Bancshares in Q4 2017 and held it in 10 quarters.
Van Hulzen Asset Management's Prosperity Bancshares position peaked at $1.22M in Q3 2018.
306 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2020.

Based on Van Hulzen Asset Management's 13F filing for Q2 2020, filed 11 Aug 2020.