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AMJ Financial Wealth Management’s Werner Enterprises WERN Stock Holding History

AMJ Financial Wealth Management’s Portfolio WERN Stock Details WERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-95,557
Closed -$4.01M – 81
2020
Q3 		$4.01M Buy
95,557
+13,550
+17% +$600K 2.36% 21
2020
Q2 		$3.57M Buy
+82,007
New +$3.38M 2.43% 19

Other funds holding WERN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

AMJ Financial Wealth Management's WERN Position: Q4 2020 in Review

AMJ Financial Wealth Management sold out of Werner Enterprises (WERN) in Q4 2020, closing a stake of 95,557 shares — an estimated $4.01M sold.

AMJ Financial Wealth Management first reported a position in WERN in Q2 2020 and held it in 2 quarters. The position peaked at $4.01M in Q3 2020. 264 funds tracked by Wall St. Rank hold WERN as of Q4 2020.

  • AMJ Financial Wealth Management reported no remaining Werner Enterprises position as of Q4 2020 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 95,557 Werner Enterprises shares in Q4 2020, an estimated $4.01M.
  • AMJ Financial Wealth Management first reported a position in Werner Enterprises in Q2 2020 and held it in 2 quarters.
  • AMJ Financial Wealth Management's Werner Enterprises position peaked at $4.01M in Q3 2020.
  • 264 funds tracked by Wall St. Rank held Werner Enterprises as of Q4 2020.

Based on AMJ Financial Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.