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Marks Group Wealth Management’s Woodward WWD Stock Holding History

Marks Group Wealth Management’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
2020
Q3 		– Sell
-63,219
Closed -$4.89M – 253
2020
Q2 		$4.89M Buy
63,219
+1,043
+2% +$68.1K 0.99% 12
2020
Q1 		$3.7M Buy
62,176
+22,942
+58% +$2.38M 0.96% 28
2019
Q4 		$4.65M Buy
+39,234
New +$4.43M 0.91% 36

Other funds holding WWD

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DVI
Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Marks Group Wealth Management's WWD Position: Q3 2020 in Review

Marks Group Wealth Management sold out of Woodward (WWD) in Q3 2020, closing a stake of 63,219 shares — an estimated $4.89M sold.

Marks Group Wealth Management first reported a position in WWD in Q4 2019 and held it in 3 quarters. The position peaked at $4.89M in Q2 2020. 307 funds tracked by Wall St. Rank hold WWD as of Q3 2020.

  • Marks Group Wealth Management reported no remaining Woodward position as of Q3 2020 after selling out during the quarter.
  • Marks Group Wealth Management sold 63,219 Woodward shares in Q3 2020, an estimated $4.89M.
  • Marks Group Wealth Management first reported a position in Woodward in Q4 2019 and held it in 3 quarters.
  • Marks Group Wealth Management's Woodward position peaked at $4.89M in Q2 2020.
  • 307 funds tracked by Wall St. Rank held Woodward as of Q3 2020.

Based on Marks Group Wealth Management's 13F filing for Q3 2020, filed 10 Nov 2020.