Bollard Group’s Woodward WWD Stock Holding History

Bollard Group’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
2023 Q3	–	Sell	-42	Closed	-$5K	–	665
2023 Q2	$5K	Buy	+42	New	+$4.45K	﹤0.01%	412

Other funds holding WWD

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bollard Group's WWD Position: Q3 2023 in Review

Bollard Group sold out of Woodward (WWD) in Q3 2023, closing a stake of 42 shares — an estimated $5K sold.

Bollard Group first reported a position in WWD in Q2 2023 and held it in 1 quarter. The position peaked at $5K in Q2 2023. 374 funds tracked by Wall St. Rank hold WWD as of Q3 2023.

Bollard Group reported no remaining Woodward position as of Q3 2023 after selling out during the quarter.
Bollard Group sold 42 Woodward shares in Q3 2023, an estimated $5K.
Bollard Group first reported a position in Woodward in Q2 2023 and held it in 1 quarter.
Bollard Group's Woodward position peaked at $5K in Q2 2023.
374 funds tracked by Wall St. Rank held Woodward as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.