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HCA
Horan Capital Advisors’s
Worthington Enterprises
WOR
Stock Holding History
Horan Capital Advisors’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
2023
Q3
–
Sell
-4,866
Closed
-$208K
–
118
2023
Q2
$208K
Buy
+4,866
New
+$180K
0.08%
104
2021
Q2
–
Sell
-4,866
Closed
-$201K
–
92
2021
Q1
$201K
Buy
+4,866
New
+$186K
0.1%
85
2020
Q4
–
Sell
-1,622
Closed
-$41K
–
284
2020
Q3
$41K
Buy
+1,622
New
+$39.5K
0.02%
187
2020
Q1
–
Sell
-811
Closed
-$21K
–
258
2019
Q4
$21K
Hold
811
–
–
0.01%
197
2019
Q3
$18K
Buy
+811
New
+$18.8K
0.01%
206
2019
Q2
–
Sell
-811
Closed
-$19K
–
248
2019
Q1
$19K
Buy
+811
New
+$18.6K
0.01%
196
2017
Q4
–
Sell
-811
Closed
-$23K
–
283
2017
Q3
$23K
Buy
+811
New
+$25.2K
0.01%
207
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30.48%
1-Year Est. Return
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$6.9T AUM
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1-Year Est. Return
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$2.9T AUM
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1-Year Est. Return
Macquarie Group
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$16.8B AUM
27.39%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Bank of New York Mellon
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$544B AUM
28.31%
1-Year Est. Return
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
Victory Capital Management
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$156B AUM
27.51%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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