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Montag & Associates’s Wolverine World Wide WWW Stock Holding History

Montag & Associates’s Portfolio WWW Stock Details WWW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-725
Closed -$8K – 964
2022
Q4 		$8K Hold
725
– – ﹤0.01% 759
2022
Q3 		$11K Buy
+725
New +$14.9K ﹤0.01% 727

Other funds holding WWW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Montag & Associates's WWW Position: Q1 2023 in Review

Montag & Associates sold out of Wolverine World Wide (WWW) in Q1 2023, closing a stake of 725 shares — an estimated $8K sold.

Montag & Associates first reported a position in WWW in Q3 2022 and held it in 2 quarters. The position peaked at $11K in Q3 2022. 208 funds tracked by Wall St. Rank hold WWW as of Q1 2023.

  • Montag & Associates reported no remaining Wolverine World Wide position as of Q1 2023 after selling out during the quarter.
  • Montag & Associates sold 725 Wolverine World Wide shares in Q1 2023, an estimated $8K.
  • Montag & Associates first reported a position in Wolverine World Wide in Q3 2022 and held it in 2 quarters.
  • Montag & Associates's Wolverine World Wide position peaked at $11K in Q3 2022.
  • 208 funds tracked by Wall St. Rank held Wolverine World Wide as of Q1 2023.

Based on Montag & Associates's 13F filing for Q1 2023, filed 11 May 2023.