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Hillsdale Investment Management’s Werner Enterprises WERN Stock Holding History

Hillsdale Investment Management’s Portfolio WERN Stock Details WERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-19,500
Closed -$819K – 662
2020
Q3 		$819K Buy
19,500
+1,200
+7% +$53.1K 0.08% 237
2020
Q2 		$797K Buy
+18,300
New +$754K 0.07% 217

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Macquarie Group
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State Street
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Hillsdale Investment Management's WERN Position: Q4 2020 in Review

Hillsdale Investment Management sold out of Werner Enterprises (WERN) in Q4 2020, closing a stake of 19,500 shares — an estimated $819K sold.

Hillsdale Investment Management first reported a position in WERN in Q2 2020 and held it in 2 quarters. The position peaked at $819K in Q3 2020. 264 funds tracked by Wall St. Rank hold WERN as of Q4 2020.

  • Hillsdale Investment Management reported no remaining Werner Enterprises position as of Q4 2020 after selling out during the quarter.
  • Hillsdale Investment Management sold 19,500 Werner Enterprises shares in Q4 2020, an estimated $819K.
  • Hillsdale Investment Management first reported a position in Werner Enterprises in Q2 2020 and held it in 2 quarters.
  • Hillsdale Investment Management's Werner Enterprises position peaked at $819K in Q3 2020.
  • 264 funds tracked by Wall St. Rank held Werner Enterprises as of Q4 2020.

Based on Hillsdale Investment Management's 13F filing for Q4 2020, filed 9 Feb 2021.