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Brown Brothers Harriman & Co’s Westwood Holdings Group WHG Stock Holding History

Brown Brothers Harriman & Co’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
2020
Q2 		– Sell
-63
Closed -$1K – 1208
2020
Q1 		$1K Buy
+63
New +$1.58K ﹤0.01% 1053

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GI
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DRZID
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Brothers Harriman & Co's WHG Position: Q2 2020 in Review

Brown Brothers Harriman & Co sold out of Westwood Holdings Group (WHG) in Q2 2020, closing a stake of 63 shares — an estimated $1K sold.

Brown Brothers Harriman & Co first reported a position in WHG in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 67 funds tracked by Wall St. Rank hold WHG as of Q2 2020.

  • Brown Brothers Harriman & Co reported no remaining Westwood Holdings Group position as of Q2 2020 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 63 Westwood Holdings Group shares in Q2 2020, an estimated $1K.
  • Brown Brothers Harriman & Co first reported a position in Westwood Holdings Group in Q1 2020 and held it in 1 quarter.
  • Brown Brothers Harriman & Co's Westwood Holdings Group position peaked at $1K in Q1 2020.
  • 67 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q2 2020.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2020, filed 13 Aug 2020.