UA
AMWD

Unison Advisors’s American Woodmark AMWD Stock Holding History

Unison Advisors’s Portfolio AMWD Stock Details AMWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-9,160
Closed -$477K – 180
2023
Q1 		$477K Hold
9,160
– – 0.05% 133
2022
Q4 		$448K Hold
9,160
– – 0.06% 137
2022
Q3 		$402K Buy
9,160
+2,245
+32% +$109K 0.07% 135
2022
Q2 		$311K Hold
6,915
– – 0.08% 142
2022
Q1 		$338K Buy
+6,915
New +$398K 0.08% 145

Other funds holding AMWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Unison Advisors's AMWD Position: Q2 2023 in Review

Unison Advisors sold out of American Woodmark (AMWD) in Q2 2023, closing a stake of 9,160 shares — an estimated $477K sold.

Unison Advisors first reported a position in AMWD in Q1 2022 and held it in 5 quarters. The position peaked at $477K in Q1 2023. 195 funds tracked by Wall St. Rank hold AMWD as of Q2 2023.

  • Unison Advisors reported no remaining American Woodmark position as of Q2 2023 after selling out during the quarter.
  • Unison Advisors sold 9,160 American Woodmark shares in Q2 2023, an estimated $477K.
  • Unison Advisors first reported a position in American Woodmark in Q1 2022 and held it in 5 quarters.
  • Unison Advisors's American Woodmark position peaked at $477K in Q1 2023.
  • 195 funds tracked by Wall St. Rank held American Woodmark as of Q2 2023.

Based on Unison Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.