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Brandywine Global Investment Management’s NerdWallet NRDS Stock Holding History

Brandywine Global Investment Management’s Portfolio NRDS Stock Details NRDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-720,512
Closed -$8.62M – 661
2024
Q3 		$8.62M Sell
720,512
-2,126
-0.3% -$28.1K 0.06% 291
2024
Q2 		$10.6M Sell
722,638
-58,300
-7% -$799K 0.08% 243
2024
Q1 		$11.5M Sell
780,938
-252,352
-24% -$3.9M 0.08% 243
2023
Q4 		$15.2M Sell
1,033,290
-194,756
-16% -$2.15M 0.12% 177
2023
Q3 		$10.9M Buy
1,228,046
+233,975
+24% +$2.19M 0.1% 217
2023
Q2 		$9.35M Buy
994,071
+336,386
+51% +$3.8M 0.08% 253
2023
Q1 		$10.6M Sell
657,685
-795,319
-55% -$12M 0.09% 222
2022
Q4 		$13.9M Buy
1,453,004
+201,628
+16% +$2.26M 0.11% 185
2022
Q3 		$11.1M Buy
1,251,376
+155,715
+14% +$1.53M 0.1% 180
2022
Q2 		$8.69M Buy
1,095,661
+216,835
+25% +$2.2M 0.08% 236
2022
Q1 		$10.5M Buy
+878,826
New +$11.3M 0.08% 237

Other funds holding NRDS

TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AFCM
Alta Fox Capital Management Fort Worth, Texas $497M AUM 48.91% 1-Year Est. Return

Brandywine Global Investment Management's NRDS Position: Q4 2024 in Review

Brandywine Global Investment Management sold out of NerdWallet (NRDS) in Q4 2024, closing a stake of 720,512 shares — an estimated $8.62M sold.

Brandywine Global Investment Management first reported a position in NRDS in Q1 2022 and held it in 11 quarters. The position peaked at $15.2M in Q4 2023. 128 funds tracked by Wall St. Rank hold NRDS as of Q4 2024.

  • Brandywine Global Investment Management reported no remaining NerdWallet position as of Q4 2024 after selling out during the quarter.
  • Brandywine Global Investment Management sold 720,512 NerdWallet shares in Q4 2024, an estimated $8.62M.
  • Brandywine Global Investment Management first reported a position in NerdWallet in Q1 2022 and held it in 11 quarters.
  • Brandywine Global Investment Management's NerdWallet position peaked at $15.2M in Q4 2023.
  • 128 funds tracked by Wall St. Rank held NerdWallet as of Q4 2024.

Based on Brandywine Global Investment Management's 13F filing for Q4 2024, filed 12 Feb 2025.