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Clean Yield Group’s Westwood Holdings Group WHG Stock Holding History

Clean Yield Group’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
-700
Closed -$13K – 396
2020
Q1 		$13K Buy
+700
New +$17.6K 0.01% 299

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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

Clean Yield Group's WHG Position: Q2 2020 in Review

Clean Yield Group sold out of Westwood Holdings Group (WHG) in Q2 2020, closing a stake of 700 shares — an estimated $13K sold.

Clean Yield Group first reported a position in WHG in Q1 2020 and held it in 1 quarter. The position peaked at $13K in Q1 2020. 67 funds tracked by Wall St. Rank hold WHG as of Q2 2020.

  • Clean Yield Group reported no remaining Westwood Holdings Group position as of Q2 2020 after selling out during the quarter.
  • Clean Yield Group sold 700 Westwood Holdings Group shares in Q2 2020, an estimated $13K.
  • Clean Yield Group first reported a position in Westwood Holdings Group in Q1 2020 and held it in 1 quarter.
  • Clean Yield Group's Westwood Holdings Group position peaked at $13K in Q1 2020.
  • 67 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q2 2020.

Based on Clean Yield Group's 13F filing for Q2 2020, filed 22 Jul 2020.