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United Capital Financial Advisors’s Worthington Enterprises WOR Stock Holding History

United Capital Financial Advisors’s Portfolio WOR Stock Details WOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,536
Closed -$211K – 1128
2023
Q3 		$211K Buy
+5,536
New +$243K ﹤0.01% 790

Other funds holding WOR

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

United Capital Financial Advisors's WOR Position: Q4 2023 in Review

United Capital Financial Advisors sold out of Worthington Enterprises (WOR) in Q4 2023, closing a stake of 5,536 shares — an estimated $211K sold.

United Capital Financial Advisors first reported a position in WOR in Q3 2023 and held it in 1 quarter. The position peaked at $211K in Q3 2023. 274 funds tracked by Wall St. Rank hold WOR as of Q4 2023.

  • United Capital Financial Advisors reported no remaining Worthington Enterprises position as of Q4 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,536 Worthington Enterprises shares in Q4 2023, an estimated $211K.
  • United Capital Financial Advisors first reported a position in Worthington Enterprises in Q3 2023 and held it in 1 quarter.
  • United Capital Financial Advisors's Worthington Enterprises position peaked at $211K in Q3 2023.
  • 274 funds tracked by Wall St. Rank held Worthington Enterprises as of Q4 2023.

Based on United Capital Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.