Lido Advisors’s Woodward WWD Stock Holding History

Lido Advisors’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 Q3	–	Sell	-2,406	Closed	-$420K	–	1567
2024 Q2	$420K	Buy	2,406 +150	+7%	+$25.5K	﹤0.01%	988
2024 Q1	$348K	Buy	+2,256	New	+$318K	﹤0.01%	1029

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

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

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

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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Lido Advisors's WWD Position: Q3 2024 in Review

Lido Advisors sold out of Woodward (WWD) in Q3 2024, closing a stake of 2,406 shares — an estimated $420K sold.

Lido Advisors first reported a position in WWD in Q1 2024 and held it in 2 quarters. The position peaked at $420K in Q2 2024. 440 funds tracked by Wall St. Rank hold WWD as of Q3 2024.

Lido Advisors reported no remaining Woodward position as of Q3 2024 after selling out during the quarter.
Lido Advisors sold 2,406 Woodward shares in Q3 2024, an estimated $420K.
Lido Advisors first reported a position in Woodward in Q1 2024 and held it in 2 quarters.
Lido Advisors's Woodward position peaked at $420K in Q2 2024.
440 funds tracked by Wall St. Rank held Woodward as of Q3 2024.

Based on Lido Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.