LG
GWR

Leuthold Group’s Genesee & Wyoming Inc. GWR Stock Holding History

Leuthold Group’s Portfolio GWR Stock Details GWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-43,607
Closed -$4.82M – 211
2019
Q3 		$4.82M Sell
43,607
-3,222
-7% -$355K 0.63% 63
2019
Q2 		$4.68M Sell
46,829
-3,011
-6% -$275K 0.6% 60
2019
Q1 		$4.34M Sell
49,840
-1,608
-3% -$130K 0.58% 73
2018
Q4 		$3.81M Sell
51,448
-6,266
-11% -$502K 0.55% 66
2018
Q3 		$5.25M Buy
57,714
+15,095
+35% +$1.31M 0.57% 67
2018
Q2 		$3.47M Buy
+42,619
New +$3.23M 0.38% 99
2017
Q4 		– Sell
-40,956
Closed -$3.03M – 221
2017
Q3 		$3.03M Sell
40,956
-918
-2% -$62.8K 0.31% 133
2017
Q2 		$2.86M Sell
41,874
-1,447
-3% -$95.5K 0.31% 129
2017
Q1 		$2.94M Sell
43,321
-962
-2% -$69.5K 0.32% 130
2016
Q4 		$3.07M Buy
+44,283
New +$3.16M 0.34% 129
2013
Q3 		– Sell
-33,006
Closed -$2.8M – 344
2013
Q2 		$2.8M Buy
+33,006
New +$2.88M 0.26% 110

Other funds holding GWR

Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
GGPE
Golden Gate Private Equity San Francisco, California $241M AUM 13.37% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
RIM
Redpoint Investment Management Sydney, NSW, Australia $684M AUM 13.14% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Leuthold Group's GWR Position: Q4 2019 in Review

Leuthold Group sold out of Genesee & Wyoming Inc. (GWR) in Q4 2019, closing a stake of 43,607 shares — an estimated $4.82M sold.

Leuthold Group first reported a position in GWR in Q2 2013 and held it in 11 quarters. The position peaked at $5.25M in Q3 2018. 8 funds tracked by Wall St. Rank hold GWR as of Q4 2019.

  • Leuthold Group reported no remaining Genesee & Wyoming Inc. position as of Q4 2019 after selling out during the quarter.
  • Leuthold Group sold 43,607 Genesee & Wyoming Inc. shares in Q4 2019, an estimated $4.82M.
  • Leuthold Group first reported a position in Genesee & Wyoming Inc. in Q2 2013 and held it in 11 quarters.
  • Leuthold Group's Genesee & Wyoming Inc. position peaked at $5.25M in Q3 2018.
  • 8 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q4 2019.

Based on Leuthold Group's 13F filing for Q4 2019, filed 14 Feb 2020.