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Northwestern Mutual Investment Management Company’s WaFd WAFD Stock Holding History

Northwestern Mutual Investment Management Company’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
2023
Q1 		– Sell
-6,046
Closed -$203K – 893
2022
Q4 		$203K Sell
6,046
-3,389
-36% -$118K 0.01% 845
2022
Q3 		$283K Sell
9,435
-1,497
-14% -$48.5K 0.01% 828
2022
Q2 		$328K Buy
10,932
+99
+0.9% +$3.11K 0.01% 833
2022
Q1 		$356K Buy
10,833
+34
+0.3% +$1.19K 0.01% 859
2021
Q4 		$360K Sell
10,799
-425
-4% -$14.7K 0.01% 871
2021
Q3 		$385K Sell
11,224
-834
-7% -$27.1K 0.01% 846
2021
Q2 		$383K Sell
12,058
-312
-3% -$10.2K 0.01% 857
2021
Q1 		$381K Sell
12,370
-13,698
-53% -$410K 0.01% 848
2020
Q4 		$671K Sell
26,068
-274
-1% -$6.52K 0.01% 782
2020
Q3 		$707K Hold
26,342
– – 0.01% 680
2020
Q2 		$707K Sell
26,342
-864
-3% -$22.3K 0.01% 682
2020
Q1 		$706K Buy
27,206
+4,829
+22% +$154K 0.01% 569
2019
Q4 		$820K Sell
22,377
-263
-1% -$9.66K 0.01% 598
2019
Q3 		$837K Sell
22,640
-302
-1% -$10.8K 0.02% 555
2019
Q2 		$801K Buy
22,942
+8,512
+59% +$275K 0.02% 564
2019
Q1 		$417K Sell
14,430
-975
-6% -$28.7K 0.01% 828
2018
Q4 		$411K Sell
15,405
-341
-2% -$9.58K 0.01% 829
2018
Q3 		$504K Sell
15,746
-858
-5% -$28.9K 0.01% 834
2018
Q2 		$543K Sell
16,604
-1,067
-6% -$35.1K 0.01% 827
2018
Q1 		$611K Buy
17,671
+6,252
+55% +$222K 0.01% 786
2017
Q4 		$391K Sell
11,419
-190
-2% -$6.52K 0.01% 774
2017
Q3 		$391K Sell
11,609
-3,786
-25% -$123K 0.01% 772
2017
Q2 		$511K Buy
15,395
+11
+0.1% +$364 0.01% 769
2017
Q1 		$509K Buy
15,384
+32
+0.2% +$1.07K 0.01% 769
2016
Q4 		$527K Sell
15,352
-230
-1% -$7.03K 0.01% 746
2016
Q3 		$416K Sell
15,582
-141
-0.9% -$3.62K 0.01% 793
2016
Q2 		$381K Sell
15,723
-75
-0.5% -$1.8K 0.01% 694
2016
Q1 		$358K Buy
+15,798
New +$342K 0.01% 719

Other funds holding WAFD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Northwestern Mutual Investment Management Company's WAFD Position: Q1 2023 in Review

Northwestern Mutual Investment Management Company sold out of WaFd (WAFD) in Q1 2023, closing a stake of 6,046 shares — an estimated $203K sold.

Northwestern Mutual Investment Management Company first reported a position in WAFD in Q1 2016 and held it in 28 quarters. The position peaked at $837K in Q3 2019. 245 funds tracked by Wall St. Rank hold WAFD as of Q1 2023.

  • Northwestern Mutual Investment Management Company reported no remaining WaFd position as of Q1 2023 after selling out during the quarter.
  • Northwestern Mutual Investment Management Company sold 6,046 WaFd shares in Q1 2023, an estimated $203K.
  • Northwestern Mutual Investment Management Company first reported a position in WaFd in Q1 2016 and held it in 28 quarters.
  • Northwestern Mutual Investment Management Company's WaFd position peaked at $837K in Q3 2019.
  • 245 funds tracked by Wall St. Rank held WaFd as of Q1 2023.

Based on Northwestern Mutual Investment Management Company's 13F filing for Q1 2023, filed 15 May 2023.