Bridges Investment Management’s Westwood Holdings Group WHG Stock Holding History

Bridges Investment Management’s Portfolio WHG Stock Details WHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-37,862	Closed	-$1.05M	–	391
2019 Q3	$1.05M	Hold	37,862	–	–	0.04%	195
2019 Q2	$1.33M	Hold	37,862	–	–	0.05%	164
2019 Q1	$1.33M	Hold	37,862	–	–	0.05%	167
2018 Q4	$1.29M	Hold	37,862	–	–	0.06%	155
2018 Q3	$1.96M	Sell	37,862 -30,063	-44%	-$1.72M	0.1%	128
2018 Q2	$4.04M	Buy	67,925 +4,769	+8%	+$278K	0.18%	97
2018 Q1	$3.57M	Buy	+63,156	New	+$3.84M	0.16%	100

Other funds holding WHG

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Bridges Investment Management's WHG Position: Q4 2019 in Review

Bridges Investment Management sold out of Westwood Holdings Group (WHG) in Q4 2019, closing a stake of 37,862 shares — an estimated $1.05M sold.

Bridges Investment Management first reported a position in WHG in Q1 2018 and held it in 7 quarters. The position peaked at $4.04M in Q2 2018. 78 funds tracked by Wall St. Rank hold WHG as of Q4 2019.

Bridges Investment Management reported no remaining Westwood Holdings Group position as of Q4 2019 after selling out during the quarter.
Bridges Investment Management sold 37,862 Westwood Holdings Group shares in Q4 2019, an estimated $1.05M.
Bridges Investment Management first reported a position in Westwood Holdings Group in Q1 2018 and held it in 7 quarters.
Bridges Investment Management's Westwood Holdings Group position peaked at $4.04M in Q2 2018.
78 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q4 2019.

Based on Bridges Investment Management's 13F filing for Q4 2019, filed 18 Feb 2020.