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Stanley-Laman Group’s Westwood Holdings Group WHG Stock Holding History

Stanley-Laman Group’s Portfolio WHG Stock Details WHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-10,255
Closed -$531K – 300
2018
Q3 		$531K Buy
10,255
+448
+5% +$25.7K 0.13% 183
2018
Q2 		$584K Buy
9,807
+1,017
+12% +$59.3K 0.13% 203
2018
Q1 		$497K Sell
8,790
-51
-0.6% -$3.1K 0.11% 217
2017
Q4 		$585K Sell
8,841
-243
-3% -$16.1K 0.13% 212
2017
Q3 		$611K Buy
9,084
+968
+12% +$57.9K 0.16% 154
2017
Q2 		$460K Sell
8,116
-228
-3% -$12.6K 0.12% 166
2017
Q1 		$446K Sell
8,344
-787
-9% -$45K 0.12% 179
2016
Q4 		$548K Buy
+9,131
New +$517K 0.17% 170
2016
Q2 		– Sell
-3,958
Closed -$232K – 339
2016
Q1 		$232K Sell
3,958
-805
-17% -$40.6K 0.04% 236
2015
Q4 		$248K Sell
4,763
-2,789
-37% -$157K 0.04% 283
2015
Q3 		$410K Buy
+7,552
New +$431K 0.08% 218
2014
Q1 		– Sell
-10,649
Closed -$659K – 346
2013
Q4 		$659K Buy
+10,649
New +$580K 0.14% 127

Other funds holding WHG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Stanley-Laman Group's WHG Position: Q4 2018 in Review

Stanley-Laman Group sold out of Westwood Holdings Group (WHG) in Q4 2018, closing a stake of 10,255 shares — an estimated $531K sold.

Stanley-Laman Group first reported a position in WHG in Q4 2013 and held it in 12 quarters. The position peaked at $659K in Q4 2013. 87 funds tracked by Wall St. Rank hold WHG as of Q4 2018.

  • Stanley-Laman Group reported no remaining Westwood Holdings Group position as of Q4 2018 after selling out during the quarter.
  • Stanley-Laman Group sold 10,255 Westwood Holdings Group shares in Q4 2018, an estimated $531K.
  • Stanley-Laman Group first reported a position in Westwood Holdings Group in Q4 2013 and held it in 12 quarters.
  • Stanley-Laman Group's Westwood Holdings Group position peaked at $659K in Q4 2013.
  • 87 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q4 2018.

Based on Stanley-Laman Group's 13F filing for Q4 2018, filed 7 Feb 2019.