Moran Wealth Management’s Werner Enterprises WERN Stock Holding History

Moran Wealth Management’s Portfolio WERN Stock Details WERN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-50,901	Closed	-$1.96M	–	462
2024 Q3	$1.96M	Sell	50,901 -5,378	-10%	-$199K	0.06%	258
2024 Q2	$2.02M	Buy	56,279 +1,795	+3%	+$65.6K	0.07%	249
2024 Q1	$2.13M	Buy	54,484 +3,317	+6%	+$132K	0.07%	254
2023 Q4	$2.17M	Buy	51,167 +1,696	+3%	+$66.4K	0.08%	246
2023 Q3	$1.93M	Buy	49,471 +1,573	+3%	+$67.5K	0.07%	217
2023 Q2	$2.12M	Sell	47,898 -403	-0.8%	-$18.1K	0.08%	222
2023 Q1	$2.2M	Buy	48,301 +10,048	+26%	+$456K	0.08%	214
2022 Q4	$1.54M	Buy	+38,253	New	+$1.56M	0.06%	229

Other funds holding WERN

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

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

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

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Moran Wealth Management's WERN Position: Q4 2024 in Review

Moran Wealth Management sold out of Werner Enterprises (WERN) in Q4 2024, closing a stake of 50,901 shares — an estimated $1.96M sold.

Moran Wealth Management first reported a position in WERN in Q4 2022 and held it in 8 quarters. The position peaked at $2.2M in Q1 2023. 256 funds tracked by Wall St. Rank hold WERN as of Q4 2024.

Moran Wealth Management reported no remaining Werner Enterprises position as of Q4 2024 after selling out during the quarter.
Moran Wealth Management sold 50,901 Werner Enterprises shares in Q4 2024, an estimated $1.96M.
Moran Wealth Management first reported a position in Werner Enterprises in Q4 2022 and held it in 8 quarters.
Moran Wealth Management's Werner Enterprises position peaked at $2.2M in Q1 2023.
256 funds tracked by Wall St. Rank held Werner Enterprises as of Q4 2024.

Based on Moran Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.