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Leavell Investment Management’s Manitowoc MTW Stock Holding History

Leavell Investment Management’s Portfolio MTW Stock Details MTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-5,848
Closed -$230K – 377
2017
Q4 		$230K Sell
5,848
-3
-0.1% -$116 0.03% 346
2017
Q3 		$211K Hold
5,851
– – 0.03% 357
2017
Q2 		$141K Buy
5,851
+504
+9% +$11.8K 0.02% 359
2017
Q1 		$122K Buy
5,347
+1,452
+37% +$35.8K 0.02% 361
2016
Q4 		$93K Sell
3,895
-250
-6% -$5.16K 0.01% 356
2016
Q3 		$79K Buy
4,145
+250
+6% +$5.05K 0.01% 362
2016
Q2 		$85K Sell
3,895
-876
-18% -$19K 0.01% 378
2016
Q1 		$83K Sell
4,771
-16,739
-78% -$243K 0.01% 364
2015
Q4 		$299K Hold
21,510
– – 0.04% 301
2015
Q3 		$292K Hold
21,510
– – 0.05% 311
2015
Q2 		$382K Sell
21,510
-3,311
-13% -$60.4K 0.06% 283
2015
Q1 		$485K Hold
24,821
– – 0.07% 241
2014
Q4 		$497K Sell
24,821
-8,280
-25% -$150K 0.08% 237
2014
Q3 		$703K Buy
33,101
+1,104
+3% +$28.8K 0.11% 194
2014
Q2 		$952K Sell
31,997
-8,832
-22% -$235K 0.15% 174
2014
Q1 		$1.16M Hold
40,829
– – 0.19% 146
2013
Q4 		$862K Hold
40,829
– – 0.15% 171
2013
Q3 		$723K Hold
40,829
– – 0.13% 172
2013
Q2 		$662K Buy
+40,829
New +$698K 0.12% 176

Other funds holding MTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Leavell Investment Management's MTW Position: Q1 2018 in Review

Leavell Investment Management sold out of Manitowoc (MTW) in Q1 2018, closing a stake of 5,848 shares — an estimated $230K sold.

Leavell Investment Management first reported a position in MTW in Q2 2013 and held it in 19 quarters. The position peaked at $1.16M in Q1 2014. 172 funds tracked by Wall St. Rank hold MTW as of Q1 2018.

  • Leavell Investment Management reported no remaining Manitowoc position as of Q1 2018 after selling out during the quarter.
  • Leavell Investment Management sold 5,848 Manitowoc shares in Q1 2018, an estimated $230K.
  • Leavell Investment Management first reported a position in Manitowoc in Q2 2013 and held it in 19 quarters.
  • Leavell Investment Management's Manitowoc position peaked at $1.16M in Q1 2014.
  • 172 funds tracked by Wall St. Rank held Manitowoc as of Q1 2018.

Based on Leavell Investment Management's 13F filing for Q1 2018, filed 25 Apr 2018.