CO
AMWD

Caldwell & Orkin’s American Woodmark AMWD Stock Holding History

Caldwell & Orkin’s Portfolio AMWD Stock Details AMWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-21,700
Closed -$752K – 67
2013
Q3 		$752K Sell
21,700
-3,100
-13% -$111K 0.44% 64
2013
Q2 		$861K Buy
+24,800
New +$847K 0.47% 55

Other funds holding AMWD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SCA
SAC Capital Advisors Stamford, Connecticut $19.3B AUM 31.93% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Caldwell & Orkin's AMWD Position: Q4 2013 in Review

Caldwell & Orkin sold out of American Woodmark (AMWD) in Q4 2013, closing a stake of 21,700 shares — an estimated $752K sold.

Caldwell & Orkin first reported a position in AMWD in Q2 2013 and held it in 2 quarters. The position peaked at $861K in Q2 2013. 124 funds tracked by Wall St. Rank hold AMWD as of Q4 2013.

  • Caldwell & Orkin reported no remaining American Woodmark position as of Q4 2013 after selling out during the quarter.
  • Caldwell & Orkin sold 21,700 American Woodmark shares in Q4 2013, an estimated $752K.
  • Caldwell & Orkin first reported a position in American Woodmark in Q2 2013 and held it in 2 quarters.
  • Caldwell & Orkin's American Woodmark position peaked at $861K in Q2 2013.
  • 124 funds tracked by Wall St. Rank held American Woodmark as of Q4 2013.

Based on Caldwell & Orkin's 13F filing for Q4 2013, filed 7 Feb 2014.