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Berman Capital Advisors’s Woodward WWD Stock Holding History

Berman Capital Advisors’s Portfolio WWD Stock Details WWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$23K Buy
205
+101
+97% +$12K ﹤0.01% 936
2021
Q2 		$12K Hold
104
– – ﹤0.01% 1098
2021
Q1 		$12K Sell
104
-7
-6% -$834 ﹤0.01% 983
2020
Q4 		$13K Hold
111
– – ﹤0.01% 837
2020
Q3 		$8K Sell
111
-34
-23% -$2.73K ﹤0.01% 899
2020
Q2 		$11K Buy
145
+46
+46% +$3K ﹤0.01% 743
2020
Q1 		$5K Buy
99
+27
+38% +$2.8K ﹤0.01% 908
2019
Q4 		$8K Hold
72
– – ﹤0.01% 848
2019
Q3 		$7K Buy
72
+2
+3% +$220 ﹤0.01% 858
2019
Q2 		$7K Buy
+70
New +$7.5K ﹤0.01% 878

Other funds holding WWD

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DVI
Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berman Capital Advisors's WWD Position: Q3 2021 in Review

Berman Capital Advisors increased its Woodward (WWD) stake by 97% in Q3 2021, buying an estimated $12K and bringing the position to 205 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Berman Capital Advisors first reported a position in WWD in Q2 2019 and has held it in 10 quarters since. 333 funds tracked by Wall St. Rank hold WWD as of Q3 2021.

  • Berman Capital Advisors held 205 shares of Woodward worth $23K as of Q3 2021.
  • Berman Capital Advisors bought 101 Woodward shares in Q3 2021, an estimated $12K.
  • Woodward made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #936 holding.
  • Berman Capital Advisors first reported a position in Woodward in Q2 2019 and has held it in 10 quarters since.
  • 333 funds tracked by Wall St. Rank held Woodward as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.