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J. Goldman & Co’s Werner Enterprises WERN Stock Holding History

J. Goldman & Co’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
2018
Q3 		– Sell
-35,000
Closed -$1.31M – 403
2018
Q2 		$1.31M Buy
+35,000
New +$1.3M 0.07% 238

Other funds holding WERN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

J. Goldman & Co's WERN Position: Q3 2023 in Review

J. Goldman & Co sold out of Werner Enterprises (WERN) in Q3 2023, closing a stake of 102,273 shares — an estimated $4.52M sold.

J. Goldman & Co first reported a position in WERN in Q1 2014 and held it in 22 quarters. The position peaked at $14.2M in Q4 2017. 252 funds tracked by Wall St. Rank hold WERN as of Q3 2023.

  • J. Goldman & Co reported no remaining Werner Enterprises position as of Q3 2023 after selling out during the quarter.
  • J. Goldman & Co sold 102,273 Werner Enterprises shares in Q3 2023, an estimated $4.52M.
  • J. Goldman & Co first reported a position in Werner Enterprises in Q1 2014 and held it in 22 quarters.
  • J. Goldman & Co's Werner Enterprises position peaked at $14.2M in Q4 2017.
  • 252 funds tracked by Wall St. Rank held Werner Enterprises as of Q3 2023.

Based on J. Goldman & Co's 13F filing for Q3 2023, filed 14 Nov 2023.