PS
WERN icon

Planned Solutions’s Werner Enterprises WERN Stock Holding History

Planned Solutions’s Portfolio WERN Stock Details WERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,350
Closed -$57.2K – 556
2023
Q4 		$57.2K Buy
+1,350
New +$52.9K 0.03% 268

Other funds holding WERN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Planned Solutions's WERN Position: Q1 2024 in Review

Planned Solutions sold out of Werner Enterprises (WERN) in Q1 2024, closing a stake of 1,350 shares — an estimated $57.2K sold.

Planned Solutions first reported a position in WERN in Q4 2023 and held it in 1 quarter. The position peaked at $57.2K in Q4 2023. 250 funds tracked by Wall St. Rank hold WERN as of Q1 2024.

  • Planned Solutions reported no remaining Werner Enterprises position as of Q1 2024 after selling out during the quarter.
  • Planned Solutions sold 1,350 Werner Enterprises shares in Q1 2024, an estimated $57.2K.
  • Planned Solutions first reported a position in Werner Enterprises in Q4 2023 and held it in 1 quarter.
  • Planned Solutions's Werner Enterprises position peaked at $57.2K in Q4 2023.
  • 250 funds tracked by Wall St. Rank held Werner Enterprises as of Q1 2024.

Based on Planned Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.