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Retirement Group’s Werner Enterprises WERN Stock Holding History

Retirement Group’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
2020
Q4 		– Sell
-132
Closed -$6K – 747
2020
Q3 		$6K Hold
132
– – ﹤0.01% 475
2020
Q2 		$6K Buy
+132
New +$5.44K ﹤0.01% 444
2019
Q4 		$18K Buy
+502
New +$18.4K 0.01% 339

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Retirement Group's WERN Position: Q4 2020 in Review

Retirement Group sold out of Werner Enterprises (WERN) in Q4 2020, closing a stake of 132 shares — an estimated $6K sold.

Retirement Group first reported a position in WERN in Q4 2019 and held it in 3 quarters. The position peaked at $18K in Q4 2019. 264 funds tracked by Wall St. Rank hold WERN as of Q4 2020.

  • Retirement Group reported no remaining Werner Enterprises position as of Q4 2020 after selling out during the quarter.
  • Retirement Group sold 132 Werner Enterprises shares in Q4 2020, an estimated $6K.
  • Retirement Group first reported a position in Werner Enterprises in Q4 2019 and held it in 3 quarters.
  • Retirement Group's Werner Enterprises position peaked at $18K in Q4 2019.
  • 264 funds tracked by Wall St. Rank held Werner Enterprises as of Q4 2020.

Based on Retirement Group's 13F filing for Q4 2020, filed 22 Feb 2021.