McKinley Capital Management’s Woodside Energy WDS Stock Holding History

McKinley Capital Management’s Portfolio WDS Stock Details WDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$830K	Sell	44,144 -539	-1%	-$10K	0.15%	96
2024 Q1	$892K	Buy	44,683 +613	+1%	+$12.4K	0.11%	135
2023 Q4	$929K	Buy	44,070 +842	+2%	+$17.9K	0.12%	124
2023 Q3	$1.01M	Buy	43,228 +593	+1%	+$14.4K	0.14%	124
2023 Q2	$989K	Sell	42,635 -163	-0.4%	-$3.73K	0.13%	124
2023 Q1	$960K	Buy	42,798 +1,569	+4%	+$37.7K	0.13%	127
2022 Q4	$998K	Buy	41,229 +14,789	+56%	+$351K	0.13%	129
2022 Q3	$533K	Buy	26,440 +2,144	+9%	+$47.3K	0.07%	151
2022 Q2	$524K	Buy	+24,296	New	+$551K	0.07%	160

Other funds holding WDS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

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

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

ABC

Associated Banc-Corp Green Bay, Wisconsin $4.21B AUM 27.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

McKinley Capital Management's WDS Position: Q2 2024 in Review

McKinley Capital Management reduced its Woodside Energy (WDS) stake by 1.2% in Q2 2024, selling an estimated $10K and leaving 44,144 shares worth $830K. The position accounts for 0.15% of the portfolio, ranked #96.

McKinley Capital Management first reported a position in WDS in Q2 2022 and has held it in 9 quarters since. The position peaked at $1.01M in Q3 2023. 284 funds tracked by Wall St. Rank hold WDS as of Q2 2024.

McKinley Capital Management held 44,144 shares of Woodside Energy worth $830K as of Q2 2024.
McKinley Capital Management sold 539 Woodside Energy shares in Q2 2024, an estimated $10K.
Woodside Energy made up 0.15% of McKinley Capital Management's portfolio in Q2 2024, its #96 holding.
McKinley Capital Management first reported a position in Woodside Energy in Q2 2022 and has held it in 9 quarters since.
McKinley Capital Management's Woodside Energy position peaked at $1.01M in Q3 2023.
284 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2024.

Based on McKinley Capital Management's 13F filing for Q2 2024, filed 12 Aug 2024.