GIP
WHG icon

Granite Investment Partners’s Westwood Holdings Group WHG Stock Holding History

Granite Investment Partners’s Portfolio WHG Stock Details WHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-30,821
Closed -$1.64M – 320
2016
Q3 		$1.64M Buy
30,821
+1,841
+6% +$96.4K 0.12% 187
2016
Q2 		$1.5M Buy
28,980
+1,279
+5% +$73K 0.12% 188
2016
Q1 		$1.63M Buy
27,701
+5,486
+25% +$277K 0.15% 165
2015
Q4 		$1.16M Sell
22,215
-2,445
-10% -$138K 0.1% 193
2015
Q3 		$1.34M Buy
24,660
+7,005
+40% +$400K 0.13% 174
2015
Q2 		$1.05M Sell
17,655
-4,479
-20% -$265K 0.1% 204
2015
Q1 		$1.33M Buy
22,134
+5,830
+36% +$354K 0.11% 199
2014
Q4 		$1.01M Buy
16,304
+9,600
+143% +$583K 0.11% 205
2014
Q3 		$380K Buy
6,704
+180
+3% +$10.4K 0.05% 235
2014
Q2 		$392K Buy
6,524
+89
+1% +$5.22K 0.06% 231
2014
Q1 		$403K Sell
6,435
-1,125
-15% -$66K 0.06% 189
2013
Q4 		$468K Hold
7,560
– – 0.07% 189
2013
Q3 		$363K Hold
7,560
– – 0.06% 211
2013
Q2 		$324K Buy
+7,560
New +$327K 0.06% 217

Other funds holding WHG

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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 $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Granite Investment Partners's WHG Position: Q4 2016 in Review

Granite Investment Partners sold out of Westwood Holdings Group (WHG) in Q4 2016, closing a stake of 30,821 shares — an estimated $1.64M sold.

Granite Investment Partners first reported a position in WHG in Q2 2013 and held it in 14 quarters. The position peaked at $1.64M in Q3 2016. 83 funds tracked by Wall St. Rank hold WHG as of Q4 2016.

  • Granite Investment Partners reported no remaining Westwood Holdings Group position as of Q4 2016 after selling out during the quarter.
  • Granite Investment Partners sold 30,821 Westwood Holdings Group shares in Q4 2016, an estimated $1.64M.
  • Granite Investment Partners first reported a position in Westwood Holdings Group in Q2 2013 and held it in 14 quarters.
  • Granite Investment Partners's Westwood Holdings Group position peaked at $1.64M in Q3 2016.
  • 83 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q4 2016.

Based on Granite Investment Partners's 13F filing for Q4 2016, filed 1 Feb 2017.