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North Star Investment Management’s Werner Enterprises WERN Stock Holding History

North Star Investment 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
-140
Closed -$5.4K – 1265
2024
Q3 		$5.4K Buy
+140
New +$5.18K ﹤0.01% 960

Other funds holding WERN

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

North Star Investment Management's WERN Position: Q4 2024 in Review

North Star Investment Management sold out of Werner Enterprises (WERN) in Q4 2024, closing a stake of 140 shares — an estimated $5.4K sold.

North Star Investment Management first reported a position in WERN in Q3 2024 and held it in 1 quarter. The position peaked at $5.4K in Q3 2024. 256 funds tracked by Wall St. Rank hold WERN as of Q4 2024.

  • North Star Investment Management reported no remaining Werner Enterprises position as of Q4 2024 after selling out during the quarter.
  • North Star Investment Management sold 140 Werner Enterprises shares in Q4 2024, an estimated $5.4K.
  • North Star Investment Management first reported a position in Werner Enterprises in Q3 2024 and held it in 1 quarter.
  • North Star Investment Management's Werner Enterprises position peaked at $5.4K in Q3 2024.
  • 256 funds tracked by Wall St. Rank held Werner Enterprises as of Q4 2024.

Based on North Star Investment Management's 13F filing for Q4 2024, filed 10 Feb 2025.