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FormulaFolio Investments’s Woodward WWD Stock Holding History

FormulaFolio 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
2021
Q1 		– Sell
-3,642
Closed -$443K – 817
2020
Q4 		$443K Sell
3,642
-8,207
-69% -$833K 0.01% 461
2020
Q3 		$950K Buy
+11,849
New +$953K 0.04% 152

Other funds holding WWD

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DVI
Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FormulaFolio Investments's WWD Position: Q1 2021 in Review

FormulaFolio Investments sold out of Woodward (WWD) in Q1 2021, closing a stake of 3,642 shares — an estimated $443K sold.

FormulaFolio Investments first reported a position in WWD in Q3 2020 and held it in 2 quarters. The position peaked at $950K in Q3 2020. 337 funds tracked by Wall St. Rank hold WWD as of Q1 2021.

  • FormulaFolio Investments reported no remaining Woodward position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 3,642 Woodward shares in Q1 2021, an estimated $443K.
  • FormulaFolio Investments first reported a position in Woodward in Q3 2020 and held it in 2 quarters.
  • FormulaFolio Investments's Woodward position peaked at $950K in Q3 2020.
  • 337 funds tracked by Wall St. Rank held Woodward as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.