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Ancora Advisors’s Werner Enterprises WERN Stock Holding History

Ancora Advisors’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
2023
Q4 		– Sell
-33
Closed -$1.28K – 1843
2023
Q3 		$1.28K Hold
33
– – ﹤0.01% 1537
2023
Q2 		$1.46K Hold
33
– – ﹤0.01% 1523
2023
Q1 		$1.5K Hold
33
– – ﹤0.01% 1570
2022
Q4 		$1K Hold
33
– – ﹤0.01% 1705
2022
Q3 		$1K Sell
33
-17
-34% -$693 ﹤0.01% 1929
2022
Q2 		$2K Hold
50
– – ﹤0.01% 1984
2022
Q1 		$2K Hold
50
– – ﹤0.01% 2158
2021
Q4 		$2K Hold
50
– – ﹤0.01% 2214
2021
Q3 		$2K Hold
50
– – ﹤0.01% 2062
2021
Q2 		$2K Hold
50
– – ﹤0.01% 1840
2021
Q1 		$2K Buy
+50
New +$2.17K ﹤0.01% 1654

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Ancora Advisors's WERN Position: Q4 2023 in Review

Ancora Advisors sold out of Werner Enterprises (WERN) in Q4 2023, closing a stake of 33 shares — an estimated $1.28K sold.

Ancora Advisors first reported a position in WERN in Q1 2021 and held it in 11 quarters. The position peaked at $2K in Q2 2022. 247 funds tracked by Wall St. Rank hold WERN as of Q4 2023.

  • Ancora Advisors reported no remaining Werner Enterprises position as of Q4 2023 after selling out during the quarter.
  • Ancora Advisors sold 33 Werner Enterprises shares in Q4 2023, an estimated $1.28K.
  • Ancora Advisors first reported a position in Werner Enterprises in Q1 2021 and held it in 11 quarters.
  • Ancora Advisors's Werner Enterprises position peaked at $2K in Q2 2022.
  • 247 funds tracked by Wall St. Rank held Werner Enterprises as of Q4 2023.

Based on Ancora Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.