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Acuitas Investments’s Westwood Holdings Group WHG Stock Holding History

Acuitas Investments’s Portfolio WHG Stock Details WHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-158,616
Closed -$2.25M – 120
2024
Q3 		$2.25M Buy
158,616
+21,938
+16% +$281K 1% 43
2024
Q2 		$1.66M Buy
136,678
+788
+0.6% +$9.84K 0.89% 47
2024
Q1 		$1.67M Buy
135,890
+15,354
+13% +$185K 0.84% 49
2023
Q4 		$1.52M Buy
120,536
+314
+0.3% +$3.32K 0.79% 53
2023
Q3 		$1.22M Buy
120,222
+37
+0% +$403 0.72% 54
2023
Q2 		$1.49M Buy
+120,185
New +$1.47M 0.87% 49

Other funds holding WHG

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Acuitas Investments's WHG Position: Q4 2024 in Review

Acuitas Investments sold out of Westwood Holdings Group (WHG) in Q4 2024, closing a stake of 158,616 shares — an estimated $2.25M sold.

Acuitas Investments first reported a position in WHG in Q2 2023 and held it in 6 quarters. The position peaked at $2.25M in Q3 2024. 51 funds tracked by Wall St. Rank hold WHG as of Q4 2024.

  • Acuitas Investments reported no remaining Westwood Holdings Group position as of Q4 2024 after selling out during the quarter.
  • Acuitas Investments sold 158,616 Westwood Holdings Group shares in Q4 2024, an estimated $2.25M.
  • Acuitas Investments first reported a position in Westwood Holdings Group in Q2 2023 and held it in 6 quarters.
  • Acuitas Investments's Westwood Holdings Group position peaked at $2.25M in Q3 2024.
  • 51 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q4 2024.

Based on Acuitas Investments's 13F filing for Q4 2024, filed 31 Jan 2025.