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Trust Company of Vermont’s Werner Enterprises WERN Stock Holding History

Trust Company of Vermont’s Portfolio WERN Stock Details WERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-76
Closed -$3K – 793
2020
Q4 		$3K Buy
+76
New +$3.09K ﹤0.01% 709
2017
Q1 		– Sell
-32
Closed -$1K – 936
2016
Q4 		$1K Buy
+32
New +$825 ﹤0.01% 894

Other funds holding WERN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Trust Company of Vermont's WERN Position: Q1 2021 in Review

Trust Company of Vermont sold out of Werner Enterprises (WERN) in Q1 2021, closing a stake of 76 shares — an estimated $3K sold.

Trust Company of Vermont first reported a position in WERN in Q4 2016 and held it in 2 quarters. The position peaked at $3K in Q4 2020. 272 funds tracked by Wall St. Rank hold WERN as of Q1 2021.

  • Trust Company of Vermont reported no remaining Werner Enterprises position as of Q1 2021 after selling out during the quarter.
  • Trust Company of Vermont sold 76 Werner Enterprises shares in Q1 2021, an estimated $3K.
  • Trust Company of Vermont first reported a position in Werner Enterprises in Q4 2016 and held it in 2 quarters.
  • Trust Company of Vermont's Werner Enterprises position peaked at $3K in Q4 2020.
  • 272 funds tracked by Wall St. Rank held Werner Enterprises as of Q1 2021.

Based on Trust Company of Vermont's 13F filing for Q1 2021, filed 16 Apr 2021.