PA
AMWD

Pinnacle Associates’s American Woodmark AMWD Stock Holding History

Pinnacle Associates’s Portfolio AMWD Stock Details AMWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-15,875
Closed -$1.47M – 834
2024
Q3 		$1.47M Buy
15,875
+5,598
+54% +$504K 0.03% 401
2024
Q2 		$808K Hold
10,277
– – 0.01% 499
2024
Q1 		$1.04M Sell
10,277
-5,598
-35% -$527K 0.02% 472
2023
Q4 		$1.47M Sell
15,875
-4,226
-21% -$329K 0.02% 406
2023
Q3 		$1.52M Buy
20,101
+75
+0.4% +$5.64K 0.03% 394
2023
Q2 		$1.53M Buy
+20,026
New +$1.16M 0.03% 400

Other funds holding AMWD

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 $552B AUM 44.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Pinnacle Associates's AMWD Position: Q4 2024 in Review

Pinnacle Associates sold out of American Woodmark (AMWD) in Q4 2024, closing a stake of 15,875 shares — an estimated $1.47M sold.

Pinnacle Associates first reported a position in AMWD in Q2 2023 and held it in 6 quarters. The position peaked at $1.53M in Q2 2023. 221 funds tracked by Wall St. Rank hold AMWD as of Q4 2024.

  • Pinnacle Associates reported no remaining American Woodmark position as of Q4 2024 after selling out during the quarter.
  • Pinnacle Associates sold 15,875 American Woodmark shares in Q4 2024, an estimated $1.47M.
  • Pinnacle Associates first reported a position in American Woodmark in Q2 2023 and held it in 6 quarters.
  • Pinnacle Associates's American Woodmark position peaked at $1.53M in Q2 2023.
  • 221 funds tracked by Wall St. Rank held American Woodmark as of Q4 2024.

Based on Pinnacle Associates's 13F filing for Q4 2024, filed 14 Feb 2025.