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Freedom Investment Management’s Worthington Enterprises WOR Stock Holding History

Freedom Investment Management’s Portfolio WOR Stock Details WOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-9,161
Closed -$268K – 1117
2016
Q4 		$268K Buy
9,161
+1,735
+23% +$55.8K 0.02% 741
2016
Q3 		$220K Buy
+7,426
New +$198K 0.01% 779

Other funds holding WOR

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Freedom Investment Management's WOR Position: Q1 2017 in Review

Freedom Investment Management sold out of Worthington Enterprises (WOR) in Q1 2017, closing a stake of 9,161 shares — an estimated $268K sold.

Freedom Investment Management first reported a position in WOR in Q3 2016 and held it in 2 quarters. The position peaked at $268K in Q4 2016. 246 funds tracked by Wall St. Rank hold WOR as of Q1 2017.

  • Freedom Investment Management reported no remaining Worthington Enterprises position as of Q1 2017 after selling out during the quarter.
  • Freedom Investment Management sold 9,161 Worthington Enterprises shares in Q1 2017, an estimated $268K.
  • Freedom Investment Management first reported a position in Worthington Enterprises in Q3 2016 and held it in 2 quarters.
  • Freedom Investment Management's Worthington Enterprises position peaked at $268K in Q4 2016.
  • 246 funds tracked by Wall St. Rank held Worthington Enterprises as of Q1 2017.

Based on Freedom Investment Management's 13F filing for Q1 2017, filed 2 May 2017.