LFL Advisers’s American Woodmark AMWD Stock Holding History

LFL Advisers’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
2020 Q3	–	Sell	-9,844	Closed	-$745K	–	12
2020 Q2	$745K	Hold	9,844	–	–	0.39%	12
2020 Q1	$449K	Sell	9,844 -20,156	-67%	-$1.86M	0.28%	13
2019 Q4	$3.13M	Hold	30,000	–	–	1.88%	10
2019 Q3	$2.67M	Hold	30,000	–	–	1.57%	10
2019 Q2	$2.54M	Hold	30,000	–	–	1.56%	10
2019 Q1	$2.48M	Hold	30,000	–	–	1.74%	9
2018 Q4	$1.67M	Buy	+30,000	New	+$1.91M	1.31%	9

Other funds holding AMWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

BRIM

Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LFL Advisers's AMWD Position: Q3 2020 in Review

LFL Advisers sold out of American Woodmark (AMWD) in Q3 2020, closing a stake of 9,844 shares — an estimated $745K sold.

LFL Advisers first reported a position in AMWD in Q4 2018 and held it in 7 quarters. The position peaked at $3.13M in Q4 2019. 190 funds tracked by Wall St. Rank hold AMWD as of Q3 2020.

LFL Advisers reported no remaining American Woodmark position as of Q3 2020 after selling out during the quarter.
LFL Advisers sold 9,844 American Woodmark shares in Q3 2020, an estimated $745K.
LFL Advisers first reported a position in American Woodmark in Q4 2018 and held it in 7 quarters.
LFL Advisers's American Woodmark position peaked at $3.13M in Q4 2019.
190 funds tracked by Wall St. Rank held American Woodmark as of Q3 2020.

Based on LFL Advisers's 13F filing for Q3 2020, filed 12 Nov 2020.