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Ables Iannone Moore & Associates’s Winmark WINA Stock Holding History

Ables Iannone Moore & Associates’s Portfolio WINA Stock Details WINA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-70
Closed -$29.2K – 293
2023
Q4 		$29.2K Buy
+70
New +$29.4K 0.02% 121

Other funds holding WINA

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Ables Iannone Moore & Associates's WINA Position: Q1 2024 in Review

Ables Iannone Moore & Associates sold out of Winmark (WINA) in Q1 2024, closing a stake of 70 shares — an estimated $29.2K sold.

Ables Iannone Moore & Associates first reported a position in WINA in Q4 2023 and held it in 1 quarter. The position peaked at $29.2K in Q4 2023. 170 funds tracked by Wall St. Rank hold WINA as of Q1 2024.

  • Ables Iannone Moore & Associates reported no remaining Winmark position as of Q1 2024 after selling out during the quarter.
  • Ables Iannone Moore & Associates sold 70 Winmark shares in Q1 2024, an estimated $29.2K.
  • Ables Iannone Moore & Associates first reported a position in Winmark in Q4 2023 and held it in 1 quarter.
  • Ables Iannone Moore & Associates's Winmark position peaked at $29.2K in Q4 2023.
  • 170 funds tracked by Wall St. Rank held Winmark as of Q1 2024.

Based on Ables Iannone Moore & Associates's 13F filing for Q1 2024, filed 30 Apr 2024.