Syon Capital’s Woodside Energy WDS Stock Holding History

Syon Capital’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
2026 Q1	$1.1M	Buy	46,037 +28,476	+162%	+$554K	0.06%	277
2025 Q4	$274K	Buy	17,561 +543	+3%	+$8.64K	0.01%	774
2025 Q3	$256K	Buy	17,018 +6,869	+68%	+$113K	0.01%	705
2025 Q2	$157K	Sell	10,149 -2,344	-19%	-$32.8K	0.01%	708
2025 Q1	$181K	Sell	12,493 -16,014	-56%	-$244K	0.01%	548
2024 Q4	$445K	Buy	28,507 +16,969	+147%	+$272K	0.04%	314
2024 Q3	$199K	Sell	11,538 -3,007	-21%	-$53.3K	0.02%	445
2024 Q2	$274K	Sell	14,545 -2,686	-16%	-$50K	0.03%	371
2024 Q1	$344K	Sell	17,231 -15,835	-48%	-$320K	0.03%	334
2023 Q4	$697K	Buy	33,066 +16,376	+98%	+$349K	0.03%	331
2023 Q3	$389K	Buy	+16,690	New	+$407K	0.05%	225

Other funds holding WDS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return