SVA Wealth Management’s Woodward WWD Stock Holding History

SVA Wealth Management’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
2020 Q4	$468K	Hold	3,850	–	–	0.04%	172
2020 Q3	$309K	Hold	3,850	–	–	0.03%	174
2020 Q2	$299K	Sell	3,850 -150	-4%	-$9.8K	0.03%	172
2020 Q1	$238K	Hold	4,000	–	–	0.03%	176
2019 Q4	$474K	Hold	4,000	–	–	0.04%	156
2019 Q3	$431K	Hold	4,000	–	–	0.04%	156
2019 Q2	$453K	Hold	4,000	–	–	0.04%	157
2019 Q1	$380K	Sell	4,000 -200	-5%	-$17.7K	0.04%	168
2018 Q4	$312K	Hold	4,200	–	–	0.04%	175
2018 Q3	$340K	Hold	4,200	–	–	0.03%	178
2018 Q2	$323K	Buy	4,200 +150	+4%	+$11.3K	0.03%	176
2018 Q1	$314K	Hold	4,050	–	–	0.04%	178
2017 Q4	$310K	Hold	4,050	–	–	0.04%	177
2017 Q3	$314K	Buy	4,050 +400	+11%	+$28.2K	0.04%	178
2017 Q2	$247K	Hold	3,650	–	–	0.03%	184
2017 Q1	$248K	Hold	3,650	–	–	0.03%	178
2016 Q4	$252K	Hold	3,650	–	–	0.04%	179
2016 Q3	$228K	Hold	3,650	–	–	0.04%	182
2016 Q2	$210K	Buy	+3,650	New	+$202K	0.03%	191
2015 Q3	–	Sell	-3,650	Closed	-$201K	–	212
2015 Q2	$201K	Buy	+3,650	New	+$187K	0.04%	199

Other funds holding WWD

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SVA Wealth Management's WWD Position: Q4 2020 in Review

SVA Wealth Management held its Woodward (WWD) position steady in Q4 2020 at 3,850 shares worth $468K. The position accounts for 0.04% of the portfolio, ranked #172.

SVA Wealth Management first reported a position in WWD in Q2 2015 and has held it in 20 quarters since. The position peaked at $474K in Q4 2019. 339 funds tracked by Wall St. Rank hold WWD as of Q4 2020.

SVA Wealth Management held 3,850 shares of Woodward worth $468K as of Q4 2020.
SVA Wealth Management left its Woodward share count unchanged in Q4 2020.
Woodward made up 0.04% of SVA Wealth Management's portfolio in Q4 2020, its #172 holding.
SVA Wealth Management first reported a position in Woodward in Q2 2015 and has held it in 20 quarters since.
SVA Wealth Management's Woodward position peaked at $474K in Q4 2019.
339 funds tracked by Wall St. Rank held Woodward as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.