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Simplicity Solutions’s Woodward WWD Stock Holding History

Simplicity Solutions’s Portfolio WWD Stock Details WWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,157
Closed -$262K – 992
2020
Q4 		$262K Buy
+2,157
New +$219K ﹤0.01% 826
2019
Q2 		– Sell
-3,243
Closed -$308K – 890
2019
Q1 		$308K Sell
3,243
-95
-3% -$8.4K 0.02% 530
2018
Q4 		$248K Buy
+3,338
New +$258K 0.03% 508

Other funds holding WWD

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DVI
Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

Simplicity Solutions's WWD Position: Q1 2021 in Review

Simplicity Solutions sold out of Woodward (WWD) in Q1 2021, closing a stake of 2,157 shares — an estimated $262K sold.

Simplicity Solutions first reported a position in WWD in Q4 2018 and held it in 3 quarters. The position peaked at $308K in Q1 2019. 337 funds tracked by Wall St. Rank hold WWD as of Q1 2021.

  • Simplicity Solutions reported no remaining Woodward position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 2,157 Woodward shares in Q1 2021, an estimated $262K.
  • Simplicity Solutions first reported a position in Woodward in Q4 2018 and held it in 3 quarters.
  • Simplicity Solutions's Woodward position peaked at $308K in Q1 2019.
  • 337 funds tracked by Wall St. Rank held Woodward as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.