CIP
AMWD

Convergence Investment Partners’s American Woodmark AMWD Stock Holding History

Convergence Investment Partners’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
2019
Q3 		– Sell
-2,150
Closed -$182K – 300
2019
Q2 		$182K Buy
+2,150
New +$181K 0.04% 263
2016
Q2 		– Sell
-18,744
Closed -$1.4M – 311
2016
Q1 		$1.4M Buy
18,744
+2,140
+13% +$144K 0.17% 212
2015
Q4 		$1.33M Sell
16,604
-4,530
-21% -$342K 0.15% 214
2015
Q3 		$1.37M Sell
21,134
-12,656
-37% -$800K 0.16% 213
2015
Q2 		$1.85M Buy
+33,790
New +$1.8M 0.18% 189

Other funds holding AMWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Convergence Investment Partners's AMWD Position: Q3 2019 in Review

Convergence Investment Partners sold out of American Woodmark (AMWD) in Q3 2019, closing a stake of 2,150 shares — an estimated $182K sold.

Convergence Investment Partners first reported a position in AMWD in Q2 2015 and held it in 5 quarters. The position peaked at $1.85M in Q2 2015. 199 funds tracked by Wall St. Rank hold AMWD as of Q3 2019.

  • Convergence Investment Partners reported no remaining American Woodmark position as of Q3 2019 after selling out during the quarter.
  • Convergence Investment Partners sold 2,150 American Woodmark shares in Q3 2019, an estimated $182K.
  • Convergence Investment Partners first reported a position in American Woodmark in Q2 2015 and held it in 5 quarters.
  • Convergence Investment Partners's American Woodmark position peaked at $1.85M in Q2 2015.
  • 199 funds tracked by Wall St. Rank held American Woodmark as of Q3 2019.

Based on Convergence Investment Partners's 13F filing for Q3 2019, filed 22 Oct 2019.