Northwestern Mutual Wealth Management’s Twin Disc TWIN Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio TWIN Stock Details TWIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,090	Closed	-$15K	–	3678
2023 Q3	$15K	Hold	1,090	–	–	﹤0.01%	2405
2023 Q2	$12.3K	Hold	1,090	–	–	﹤0.01%	2499
2023 Q1	$10.4K	Hold	1,090	–	–	﹤0.01%	2498
2022 Q4	$10.6K	Buy	+1,090	New	+$11.5K	﹤0.01%	2472
2021 Q4	–	Sell	-715	Closed	-$8K	–	3342
2021 Q3	$8K	Buy	+715	New	+$9.35K	﹤0.01%	2545
2019 Q4	–	Sell	-1,000	Closed	-$11K	–	2623
2019 Q3	$11K	Buy	+1,000	New	+$11.8K	﹤0.01%	1906

Other funds holding TWIN

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

JIC

Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return

AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

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

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Northwestern Mutual Wealth Management's TWIN Position: Q4 2023 in Review

Northwestern Mutual Wealth Management sold out of Twin Disc (TWIN) in Q4 2023, closing a stake of 1,090 shares — an estimated $15K sold.

Northwestern Mutual Wealth Management first reported a position in TWIN in Q3 2019 and held it in 6 quarters. The position peaked at $15K in Q3 2023. 57 funds tracked by Wall St. Rank hold TWIN as of Q4 2023.

Northwestern Mutual Wealth Management reported no remaining Twin Disc position as of Q4 2023 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 1,090 Twin Disc shares in Q4 2023, an estimated $15K.
Northwestern Mutual Wealth Management first reported a position in Twin Disc in Q3 2019 and held it in 6 quarters.
Northwestern Mutual Wealth Management's Twin Disc position peaked at $15K in Q3 2023.
57 funds tracked by Wall St. Rank held Twin Disc as of Q4 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.