Mather Group’s Broadwind BWEN Stock Holding History

Mather Group’s Portfolio BWEN Stock Details BWEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-150,995	Closed	-$359K	–	1785
2024 Q2	$359K	Buy	+150,995	New	+$451K	﹤0.01%	487

Other funds holding BWEN

GWI

Grace & White Inc Ny, New York $566M AUM 19.55% 1-Year Est. Return

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

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mather Group's BWEN Position: Q3 2024 in Review

Mather Group sold out of Broadwind (BWEN) in Q3 2024, closing a stake of 150,995 shares — an estimated $359K sold.

Mather Group first reported a position in BWEN in Q2 2024 and held it in 1 quarter. The position peaked at $359K in Q2 2024. 43 funds tracked by Wall St. Rank hold BWEN as of Q3 2024.

Mather Group reported no remaining Broadwind position as of Q3 2024 after selling out during the quarter.
Mather Group sold 150,995 Broadwind shares in Q3 2024, an estimated $359K.
Mather Group first reported a position in Broadwind in Q2 2024 and held it in 1 quarter.
Mather Group's Broadwind position peaked at $359K in Q2 2024.
43 funds tracked by Wall St. Rank held Broadwind as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.