Capstone Investment Advisors
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Capstone Investment Advisors’s Wabash National WNC Stock Holding History

Capstone Investment Advisors’s Portfolio WNC Stock Details WNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-13,345
Closed -$282K – 2445
2023
Q3 		$282K Buy
+13,345
New +$307K ﹤0.01% 1642
2016
Q4 		– Sell
-19,576
Closed -$278K – 1131
2016
Q3 		$278K Buy
+19,576
New +$267K 0.01% 621

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Capstone Investment Advisors's WNC Position: Q4 2023 in Review

Capstone Investment Advisors sold out of Wabash National (WNC) in Q4 2023, closing a stake of 13,345 shares — an estimated $282K sold.

Capstone Investment Advisors first reported a position in WNC in Q3 2016 and held it in 2 quarters. The position peaked at $282K in Q3 2023. 238 funds tracked by Wall St. Rank hold WNC as of Q4 2023.

  • Capstone Investment Advisors reported no remaining Wabash National position as of Q4 2023 after selling out during the quarter.
  • Capstone Investment Advisors sold 13,345 Wabash National shares in Q4 2023, an estimated $282K.
  • Capstone Investment Advisors first reported a position in Wabash National in Q3 2016 and held it in 2 quarters.
  • Capstone Investment Advisors's Wabash National position peaked at $282K in Q3 2023.
  • 238 funds tracked by Wall St. Rank held Wabash National as of Q4 2023.

Based on Capstone Investment Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.