PS
AMWD

Principal Securities’s American Woodmark AMWD Stock Holding History

Principal Securities’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
2025
Q2 		– Sell
-6
Closed -$477 – 3683
2025
Q1 		$477 Hold
6
– – ﹤0.01% 3364
2024
Q4 		$477 Sell
6
-26
-81% -$2.38K ﹤0.01% 3359
2024
Q3 		$2.99K Sell
32
-144
-82% -$13K ﹤0.01% 2833
2024
Q2 		$13.8K Buy
176
+11
+7% +$993 ﹤0.01% 2248
2024
Q1 		$16.8K Buy
165
+139
+535% +$13.1K ﹤0.01% 2099
2023
Q4 		$2.41K Buy
+26
New +$2.02K ﹤0.01% 2763

Other funds holding AMWD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return