Institutional & Family Asset Management’s Woodward WWD Stock Holding History

Institutional & Family Asset Management’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 Q2	$1.57K	Sell	9 -2	-18%	-$340	﹤0.01%	599
2024 Q1	$1.7K	Hold	11	–	–	﹤0.01%	593
2023 Q4	$1.5K	Hold	11	–	–	﹤0.01%	582
2023 Q3	$1.37K	Sell	11 -2	-15%	-$250	﹤0.01%	586
2023 Q2	$1.55K	Hold	13	–	–	﹤0.01%	586
2023 Q1	$1.27K	Sell	13 -1	-7%	-$101	﹤0.01%	602
2022 Q4	$1.35K	Hold	14	–	–	﹤0.01%	582
2022 Q3	$1K	Hold	14	–	–	﹤0.01%	685
2022 Q2	$1K	Sell	14 -20	-59%	-$2.08K	﹤0.01%	705
2022 Q1	$4K	Sell	34 -172	-83%	-$20.2K	﹤0.01%	594
2021 Q4	$23K	Hold	206	–	–	﹤0.01%	353
2021 Q3	$23K	Sell	206 -9	-4%	-$1.07K	﹤0.01%	439
2021 Q2	$26K	Hold	215	–	–	﹤0.01%	438
2021 Q1	$26K	Sell	215 -14	-6%	-$1.67K	0.01%	461
2020 Q4	$28K	Sell	229 -1	-0.4%	-$101	0.01%	402
2020 Q3	$18K	Hold	230	–	–	﹤0.01%	413
2020 Q2	$18K	Sell	230 -12	-5%	-$784	﹤0.01%	405
2020 Q1	$14K	Hold	242	–	–	﹤0.01%	417
2019 Q4	$29K	Hold	242	–	–	0.01%	390
2019 Q3	$26K	Hold	242	–	–	0.01%	370
2019 Q2	$27K	Sell	242 -21	-8%	-$2.25K	0.01%	386
2019 Q1	$25K	Hold	263	–	–	0.01%	402
2018 Q4	$20K	Hold	263	–	–	﹤0.01%	408
2018 Q3	$21K	Sell	263 -10	-4%	-$803	﹤0.01%	438
2018 Q2	$21K	Buy	273 +2	+0.7%	+$150	﹤0.01%	438
2018 Q1	$19K	Buy	+271	New	+$20.4K	﹤0.01%	425

Other funds holding WWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Institutional & Family Asset Management's WWD Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its Woodward (WWD) stake by 18% in Q2 2024, selling an estimated $340 and leaving 9 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Institutional & Family Asset Management first reported a position in WWD in Q1 2018 and has held it in 26 quarters since. The position peaked at $29K in Q4 2019. 468 funds tracked by Wall St. Rank hold WWD as of Q2 2024.

Institutional & Family Asset Management held 9 shares of Woodward worth $1.57K as of Q2 2024.
Institutional & Family Asset Management sold 2 Woodward shares in Q2 2024, an estimated $340.
Woodward made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #599 holding.
Institutional & Family Asset Management first reported a position in Woodward in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's Woodward position peaked at $29K in Q4 2019.
468 funds tracked by Wall St. Rank held Woodward as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.