AXS Investments’s Winmark WINA Stock Holding History

AXS Investments’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
2023 Q1	–	Sell	-273	Closed	-$64.4K	–	420
2022 Q4	$64.4K	Buy	+273	New	+$65.1K	0.02%	270

Other funds holding WINA

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

AXS Investments's WINA Position: Q1 2023 in Review

AXS Investments sold out of Winmark (WINA) in Q1 2023, closing a stake of 273 shares — an estimated $64.4K sold.

AXS Investments first reported a position in WINA in Q4 2022 and held it in 1 quarter. The position peaked at $64.4K in Q4 2022. 138 funds tracked by Wall St. Rank hold WINA as of Q1 2023.

AXS Investments reported no remaining Winmark position as of Q1 2023 after selling out during the quarter.
AXS Investments sold 273 Winmark shares in Q1 2023, an estimated $64.4K.
AXS Investments first reported a position in Winmark in Q4 2022 and held it in 1 quarter.
AXS Investments's Winmark position peaked at $64.4K in Q4 2022.
138 funds tracked by Wall St. Rank held Winmark as of Q1 2023.

Based on AXS Investments's 13F filing for Q1 2023, filed 12 May 2023.