GI
WWD icon

Gradient Investments’s Woodward WWD Stock Holding History

Gradient 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
2024
Q3 		– Sell
-5
Closed -$872 – 1310
2024
Q2 		$872 Hold
5
– – ﹤0.01% 1096
2024
Q1 		$771 Sell
5
-8
-62% -$1.13K ﹤0.01% 948
2023
Q4 		$1.77K Hold
13
– – ﹤0.01% 1259
2023
Q3 		$1.61K Hold
13
– – ﹤0.01% 1228
2023
Q2 		$1.55K Buy
13
+8
+160% +$848 ﹤0.01% 1216
2023
Q1 		$487 Buy
+5
New +$503 ﹤0.01% 1286
2019
Q4 		– Sell
-100
Closed -$11K – 1252
2019
Q3 		$11K Hold
100
– – ﹤0.01% 650
2019
Q2 		$11K Hold
100
– – ﹤0.01% 635
2019
Q1 		$9K Hold
100
– – ﹤0.01% 579
2018
Q4 		$7K Buy
+100
New +$7.72K ﹤0.01% 663

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Gradient Investments's WWD Position: Q3 2024 in Review

Gradient Investments sold out of Woodward (WWD) in Q3 2024, closing a stake of 5 shares — an estimated $872 sold.

Gradient Investments first reported a position in WWD in Q4 2018 and held it in 10 quarters. The position peaked at $11K in Q3 2019. 440 funds tracked by Wall St. Rank hold WWD as of Q3 2024.

  • Gradient Investments reported no remaining Woodward position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 5 Woodward shares in Q3 2024, an estimated $872.
  • Gradient Investments first reported a position in Woodward in Q4 2018 and held it in 10 quarters.
  • Gradient Investments's Woodward position peaked at $11K in Q3 2019.
  • 440 funds tracked by Wall St. Rank held Woodward as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.