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Disciplined Investments’s Woodward WWD Stock Holding History

Disciplined 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
2023
Q3 		– Sell
-11
Closed -$1.31K – 1576
2023
Q2 		$1.31K Sell
11
-1
-8% -$106 ﹤0.01% 845
2023
Q1 		$1.17K Buy
12
+2
+20% +$201 ﹤0.01% 893
2022
Q4 		$966 Buy
10
+2
+25% +$185 ﹤0.01% 919
2022
Q3 		$1K Buy
8
+3
+60% +$283 ﹤0.01% 1145
2022
Q2 		$0 Sell
5
-5
-50% -$520 ﹤0.01% 1665
2022
Q1 		$1K Buy
+10
New +$1.18K ﹤0.01% 1247

Other funds holding WWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Disciplined Investments's WWD Position: Q3 2023 in Review

Disciplined Investments sold out of Woodward (WWD) in Q3 2023, closing a stake of 11 shares — an estimated $1.31K sold.

Disciplined Investments first reported a position in WWD in Q1 2022 and held it in 6 quarters. The position peaked at $1.31K in Q2 2023. 374 funds tracked by Wall St. Rank hold WWD as of Q3 2023.

  • Disciplined Investments reported no remaining Woodward position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 11 Woodward shares in Q3 2023, an estimated $1.31K.
  • Disciplined Investments first reported a position in Woodward in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Woodward position peaked at $1.31K in Q2 2023.
  • 374 funds tracked by Wall St. Rank held Woodward as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.