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Nuveen’s Westwood Holdings Group WHG Stock Holding History

Nuveen’s Portfolio WHG Stock Details WHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-36,385
Closed -$526K – 3544
2021
Q1 		$526K Sell
36,385
-7,147
-16% -$109K ﹤0.01% 3088
2020
Q4 		$631K Buy
43,532
+6,186
+17% +$74.5K ﹤0.01% 2972
2020
Q3 		$416K Sell
37,346
-2,186
-6% -$26.9K ﹤0.01% 3004
2020
Q2 		$622K Sell
39,532
-43,843
-53% -$834K ﹤0.01% 2818
2020
Q1 		$1.53M Buy
83,375
+15,551
+23% +$390K ﹤0.01% 2319
2019
Q4 		$2.01M Sell
67,824
-6,002
-8% -$178K ﹤0.01% 2418
2019
Q3 		$2.04M Sell
73,826
-8,070
-10% -$245K ﹤0.01% 2389
2019
Q2 		$2.88M Buy
+81,896
New +$2.63M ﹤0.01% 2257

Other funds holding WHG

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
ACM
Allred Capital Management Dallas, Texas $275M AUM 18.19% 1-Year Est. Return

Nuveen's WHG Position: Q2 2021 in Review

Nuveen sold out of Westwood Holdings Group (WHG) in Q2 2021, closing a stake of 36,385 shares — an estimated $526K sold.

Nuveen first reported a position in WHG in Q2 2019 and held it in 8 quarters. The position peaked at $2.88M in Q2 2019. 53 funds tracked by Wall St. Rank hold WHG as of Q2 2021.

  • Nuveen reported no remaining Westwood Holdings Group position as of Q2 2021 after selling out during the quarter.
  • Nuveen sold 36,385 Westwood Holdings Group shares in Q2 2021, an estimated $526K.
  • Nuveen first reported a position in Westwood Holdings Group in Q2 2019 and held it in 8 quarters.
  • Nuveen's Westwood Holdings Group position peaked at $2.88M in Q2 2019.
  • 53 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q2 2021.

Based on Nuveen's 13F filing for Q2 2021, filed 16 Aug 2021.