II
AMWD

Inspire Investing’s American Woodmark AMWD Stock Holding History

Inspire Investing’s Portfolio AMWD Stock Details AMWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4,089
Closed -$312K – 799
2023
Q2 		$312K Sell
4,089
-1,199
-23% -$69.6K 0.04% 740
2023
Q1 		$275K Buy
5,288
+488
+10% +$26.4K 0.04% 441
2022
Q4 		$235K Buy
4,800
+122
+3% +$6.06K 0.03% 695
2022
Q3 		$205K Sell
4,678
-42
-0.9% -$2.05K 0.03% 690
2022
Q2 		$212K Sell
4,720
-97
-2% -$4.69K 0.03% 475
2022
Q1 		$236K Buy
4,817
+983
+26% +$56.5K 0.03% 468
2021
Q4 		$250K Buy
3,834
+270
+8% +$18.3K 0.03% 427
2021
Q3 		$233K Buy
+3,564
New +$262K 0.03% 520
2021
Q1 		– Sell
-3,410
Closed -$320K – 603
2020
Q4 		$320K Buy
+3,410
New +$310K 0.07% 409

Other funds holding AMWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Inspire Investing's AMWD Position: Q3 2023 in Review

Inspire Investing sold out of American Woodmark (AMWD) in Q3 2023, closing a stake of 4,089 shares — an estimated $312K sold.

Inspire Investing first reported a position in AMWD in Q4 2020 and held it in 9 quarters. The position peaked at $320K in Q4 2020. 206 funds tracked by Wall St. Rank hold AMWD as of Q3 2023.

  • Inspire Investing reported no remaining American Woodmark position as of Q3 2023 after selling out during the quarter.
  • Inspire Investing sold 4,089 American Woodmark shares in Q3 2023, an estimated $312K.
  • Inspire Investing first reported a position in American Woodmark in Q4 2020 and held it in 9 quarters.
  • Inspire Investing's American Woodmark position peaked at $320K in Q4 2020.
  • 206 funds tracked by Wall St. Rank held American Woodmark as of Q3 2023.

Based on Inspire Investing's 13F filing for Q3 2023, filed 26 Oct 2023.