1834 Investment Advisors’s Woodward WWD Stock Holding History

1834 Investment Advisors’s Portfolio WWD Stock Details WWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-310	Closed	-$38K	–	527
2021 Q2	$38K	Sell	310 -378	-55%	-$46.5K	﹤0.01%	292
2021 Q1	$83K	Sell	688 -120	-15%	-$14.3K	0.01%	244
2020 Q4	$98K	Sell	808 -202	-20%	-$20.5K	0.01%	233
2020 Q3	$81K	Hold	1,010	–	–	0.01%	238
2020 Q2	$78K	Hold	1,010	–	–	0.01%	223
2020 Q1	$60K	Sell	1,010 -135	-12%	-$14K	0.01%	241
2019 Q4	$136K	Sell	1,145 -290	-20%	-$32.7K	0.02%	220
2019 Q3	$155K	Sell	1,435 -507	-26%	-$55.7K	0.02%	216
2019 Q2	$220K	Sell	1,942 -735	-27%	-$78.7K	0.03%	183
2019 Q1	$254K	Hold	2,677	–	–	0.04%	171
2018 Q4	$199K	Sell	2,677 -1,376	-34%	-$106K	0.03%	176
2018 Q3	$328K	Hold	4,053	–	–	0.05%	154
2018 Q2	$312K	Hold	4,053	–	–	0.05%	149
2018 Q1	$290K	Sell	4,053 -7,060	-64%	-$532K	0.05%	152
2017 Q4	$851K	Buy	+11,113	New	+$867K	0.13%	106

Other funds holding WWD

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DVI

Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ACM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1834 Investment Advisors's WWD Position: Q3 2021 in Review

1834 Investment Advisors sold out of Woodward (WWD) in Q3 2021, closing a stake of 310 shares — an estimated $38K sold.

1834 Investment Advisors first reported a position in WWD in Q4 2017 and held it in 15 quarters. The position peaked at $851K in Q4 2017. 333 funds tracked by Wall St. Rank hold WWD as of Q3 2021.

1834 Investment Advisors reported no remaining Woodward position as of Q3 2021 after selling out during the quarter.
1834 Investment Advisors sold 310 Woodward shares in Q3 2021, an estimated $38K.
1834 Investment Advisors first reported a position in Woodward in Q4 2017 and held it in 15 quarters.
1834 Investment Advisors's Woodward position peaked at $851K in Q4 2017.
333 funds tracked by Wall St. Rank held Woodward as of Q3 2021.

Based on 1834 Investment Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.