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Miller Howard Investments’s WaFd WAFD Stock Holding History

Miller Howard Investments’s Portfolio WAFD Stock Details WAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12,494
Closed -$412K – 204
2023
Q4 		$412K Buy
12,494
+150
+1% +$4.15K 0.01% 164
2023
Q3 		$316K Sell
12,344
-22
-0.2% -$615 0.01% 166
2023
Q2 		$328K Buy
+12,366
New +$342K 0.01% 168
2023
Q1 		– Sell
-6,399
Closed -$215K – 209
2022
Q4 		$215K Buy
+6,399
New +$224K 0.01% 193

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Miller Howard Investments's WAFD Position: Q1 2024 in Review

Miller Howard Investments sold out of WaFd (WAFD) in Q1 2024, closing a stake of 12,494 shares — an estimated $412K sold.

Miller Howard Investments first reported a position in WAFD in Q4 2022 and held it in 4 quarters. The position peaked at $412K in Q4 2023. 229 funds tracked by Wall St. Rank hold WAFD as of Q1 2024.

  • Miller Howard Investments reported no remaining WaFd position as of Q1 2024 after selling out during the quarter.
  • Miller Howard Investments sold 12,494 WaFd shares in Q1 2024, an estimated $412K.
  • Miller Howard Investments first reported a position in WaFd in Q4 2022 and held it in 4 quarters.
  • Miller Howard Investments's WaFd position peaked at $412K in Q4 2023.
  • 229 funds tracked by Wall St. Rank held WaFd as of Q1 2024.

Based on Miller Howard Investments's 13F filing for Q1 2024, filed 12 Apr 2024.