OPS
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Orion Portfolio Solutions’s Woodward WWD Stock Holding History

Orion Portfolio Solutions’s Portfolio WWD Stock Details WWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-22
Closed -$2K – 2073
2020
Q2 		$2K Buy
+22
New +$1.44K ﹤0.01% 1848
2020
Q1 		– Sell
-12
Closed -$1K – 2353
2019
Q4 		$1K Buy
+12
New +$1.35K ﹤0.01% 1753

Other funds holding WWD

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DVI
Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Orion Portfolio Solutions's WWD Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Woodward (WWD) in Q3 2020, closing a stake of 22 shares — an estimated $2K sold.

Orion Portfolio Solutions first reported a position in WWD in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q2 2020. 307 funds tracked by Wall St. Rank hold WWD as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Woodward position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 22 Woodward shares in Q3 2020, an estimated $2K.
  • Orion Portfolio Solutions first reported a position in Woodward in Q4 2019 and held it in 2 quarters.
  • Orion Portfolio Solutions's Woodward position peaked at $2K in Q2 2020.
  • 307 funds tracked by Wall St. Rank held Woodward as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.