CIM Investment Management’s Werner Enterprises WERN Stock Holding History

CIM Investment Management’s Portfolio WERN Stock Details WERN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,250	Closed	-$203K	–	257
2024 Q3	$203K	Buy	+5,250	New	+$194K	0.06%	229
2024 Q2	–	Sell	-6,498	Closed	-$254K	–	286
2024 Q1	$254K	Hold	6,498	–	–	0.08%	224
2023 Q4	$275K	Hold	6,498	–	–	0.09%	216
2023 Q3	$253K	Hold	6,498	–	–	0.09%	210
2023 Q2	$287K	Hold	6,498	–	–	0.1%	197
2023 Q1	$296K	Buy	+6,498	New	+$295K	0.11%	192
2022 Q1	–	Sell	-4,532	Closed	-$216K	–	301
2021 Q4	$216K	Hold	4,532	–	–	0.06%	274
2021 Q3	$201K	Hold	4,532	–	–	0.06%	289
2021 Q2	$202K	Sell	4,532 -4,540	-50%	-$212K	0.06%	290
2021 Q1	$428K	Buy	+9,072	New	+$395K	0.13%	156

Other funds holding WERN

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

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

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

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

DRZID

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

CIM Investment Management's WERN Position: Q4 2024 in Review

CIM Investment Management sold out of Werner Enterprises (WERN) in Q4 2024, closing a stake of 5,250 shares — an estimated $203K sold.

CIM Investment Management first reported a position in WERN in Q1 2021 and held it in 10 quarters. The position peaked at $428K in Q1 2021. 256 funds tracked by Wall St. Rank hold WERN as of Q4 2024.

CIM Investment Management reported no remaining Werner Enterprises position as of Q4 2024 after selling out during the quarter.
CIM Investment Management sold 5,250 Werner Enterprises shares in Q4 2024, an estimated $203K.
CIM Investment Management first reported a position in Werner Enterprises in Q1 2021 and held it in 10 quarters.
CIM Investment Management's Werner Enterprises position peaked at $428K in Q1 2021.
256 funds tracked by Wall St. Rank held Werner Enterprises as of Q4 2024.

Based on CIM Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.