Shelter Mutual Insurance’s Woodside Energy WDS Stock Holding History

Shelter Mutual Insurance’s Portfolio WDS Stock Details WDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-34,217	Closed	-$793K	–	67
2023 Q2	$793K	Hold	34,217	–	–	0.19%	61
2023 Q1	$767K	Hold	34,217	–	–	0.21%	49
2022 Q4	$828K	Hold	34,217	–	–	0.24%	49
2022 Q3	$690K	Hold	34,217	–	–	0.22%	49
2022 Q2	$738K	Buy	+34,217	New	+$775K	0.22%	50

Other funds holding WDS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Shelter Mutual Insurance's WDS Position: Q3 2023 in Review

Shelter Mutual Insurance sold out of Woodside Energy (WDS) in Q3 2023, closing a stake of 34,217 shares — an estimated $793K sold.

Shelter Mutual Insurance first reported a position in WDS in Q2 2022 and held it in 5 quarters. The position peaked at $828K in Q4 2022. 319 funds tracked by Wall St. Rank hold WDS as of Q3 2023.

Shelter Mutual Insurance reported no remaining Woodside Energy position as of Q3 2023 after selling out during the quarter.
Shelter Mutual Insurance sold 34,217 Woodside Energy shares in Q3 2023, an estimated $793K.
Shelter Mutual Insurance first reported a position in Woodside Energy in Q2 2022 and held it in 5 quarters.
Shelter Mutual Insurance's Woodside Energy position peaked at $828K in Q4 2022.
319 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2023.

Based on Shelter Mutual Insurance's 13F filing for Q3 2023, filed 2 Nov 2023.