UFF
AMWD

USA Financial Formulas’s American Woodmark AMWD Stock Holding History

USA Financial Formulas’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
2024
Q2 		– Sell
-663
Closed -$67.4K – 303
2024
Q1 		$67.4K Buy
+663
New +$62.5K 0.01% 226
2016
Q4 		– Sell
-4,800
Closed -$387K – 246
2016
Q3 		$387K Buy
+4,800
New +$375K 0.1% 174
2015
Q4 		– Sell
-9,816
Closed -$637K – 94
2015
Q3 		$637K Buy
+9,816
New +$621K 0.41% 38
2015
Q2 		– Sell
-14,148
Closed -$774K – 209
2015
Q1 		$774K Buy
+14,148
New +$650K 0.25% 85

Other funds holding AMWD

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
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Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return