North Star Investment Management’s Westpac Banking Corporation WBK Stock Holding History

North Star Investment Management’s Portfolio WBK Stock Details WBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-66,000	Closed	-$1.32M	–	1132
2019 Q3	$1.32M	Hold	66,000	–	–	0.15%	170
2019 Q2	$1.31M	Buy	66,000 +2,700	+4%	+$51.7K	0.15%	172
2019 Q1	$1.17M	Buy	+63,300	New	+$1.18M	0.14%	188
2018 Q4	–	Sell	-200	Closed	-$4K	–	1137
2018 Q3	$4K	Buy	+200	New	+$4.23K	﹤0.01%	982

Other funds holding WBK

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

North Star Investment Management's WBK Position: Q4 2019 in Review

North Star Investment Management sold out of Westpac Banking Corporation (WBK) in Q4 2019, closing a stake of 66,000 shares — an estimated $1.32M sold.

North Star Investment Management first reported a position in WBK in Q3 2018 and held it in 4 quarters. The position peaked at $1.32M in Q3 2019. 146 funds tracked by Wall St. Rank hold WBK as of Q4 2019.

North Star Investment Management reported no remaining Westpac Banking Corporation position as of Q4 2019 after selling out during the quarter.
North Star Investment Management sold 66,000 Westpac Banking Corporation shares in Q4 2019, an estimated $1.32M.
North Star Investment Management first reported a position in Westpac Banking Corporation in Q3 2018 and held it in 4 quarters.
North Star Investment Management's Westpac Banking Corporation position peaked at $1.32M in Q3 2019.
146 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2019.

Based on North Star Investment Management's 13F filing for Q4 2019, filed 29 Jan 2020.