Cavalier Investments’s Woodward WWD Stock Holding History

Cavalier Investments’s Portfolio WWD Stock Details WWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-5,800	Closed	-$687K	–	143
2019 Q4	$687K	Hold	5,800	–	–	0.3%	70
2019 Q3	$625K	Buy	+5,800	New	+$638K	0.27%	74

Other funds holding WWD

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cavalier Investments's WWD Position: Q1 2020 in Review

Cavalier Investments sold out of Woodward (WWD) in Q1 2020, closing a stake of 5,800 shares — an estimated $687K sold.

Cavalier Investments first reported a position in WWD in Q3 2019 and held it in 2 quarters. The position peaked at $687K in Q4 2019. 332 funds tracked by Wall St. Rank hold WWD as of Q1 2020.

Cavalier Investments reported no remaining Woodward position as of Q1 2020 after selling out during the quarter.
Cavalier Investments sold 5,800 Woodward shares in Q1 2020, an estimated $687K.
Cavalier Investments first reported a position in Woodward in Q3 2019 and held it in 2 quarters.
Cavalier Investments's Woodward position peaked at $687K in Q4 2019.
332 funds tracked by Wall St. Rank held Woodward as of Q1 2020.

Based on Cavalier Investments's 13F filing for Q1 2020, filed 6 May 2020.