RBO & Co’s World Acceptance Corp WRLD Stock Holding History

RBO & Co’s Portfolio WRLD Stock Details WRLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-7,670	Closed	-$1M	–	56
2023 Q4	$1M	Hold	7,670	–	–	0.17%	40
2023 Q3	$975K	Hold	7,670	–	–	0.18%	40
2023 Q2	$1.03M	Hold	7,670	–	–	0.17%	39
2023 Q1	$639K	Hold	7,670	–	–	0.11%	39
2022 Q4	$506K	Sell	7,670 -1,500	-16%	-$119K	0.09%	42
2022 Q3	$888K	Hold	9,170	–	–	0.18%	39
2022 Q2	$1.03M	Hold	9,170	–	–	0.19%	41
2022 Q1	$1.76M	Sell	9,170 -12,330	-57%	-$2.44M	0.29%	40
2021 Q4	$5.28M	Hold	21,500	–	–	0.83%	35
2021 Q3	$4.08M	Hold	21,500	–	–	0.72%	37
2021 Q2	$3.44M	Hold	21,500	–	–	0.6%	37
2021 Q1	$2.79M	Buy	+21,500	New	+$2.83M	0.51%	37
2018 Q4	–	Sell	-4,500	Closed	-$515K	–	61
2018 Q3	$515K	Hold	4,500	–	–	0.12%	45
2018 Q2	$500K	Buy	+4,500	New	+$491K	0.13%	45

Other funds holding WRLD

PGP

Prescott General Partners Boca Raton, Florida $1.96B AUM 58.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIP

CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

ISL

Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return

RBO & Co's WRLD Position: Q1 2024 in Review

RBO & Co sold out of World Acceptance Corp (WRLD) in Q1 2024, closing a stake of 7,670 shares — an estimated $1M sold.

RBO & Co first reported a position in WRLD in Q2 2018 and held it in 14 quarters. The position peaked at $5.28M in Q4 2021. 146 funds tracked by Wall St. Rank hold WRLD as of Q1 2024.

RBO & Co reported no remaining World Acceptance Corp position as of Q1 2024 after selling out during the quarter.
RBO & Co sold 7,670 World Acceptance Corp shares in Q1 2024, an estimated $1M.
RBO & Co first reported a position in World Acceptance Corp in Q2 2018 and held it in 14 quarters.
RBO & Co's World Acceptance Corp position peaked at $5.28M in Q4 2021.
146 funds tracked by Wall St. Rank held World Acceptance Corp as of Q1 2024.

Based on RBO & Co's 13F filing for Q1 2024, filed 14 May 2024.