Wedgewood Partners’s MANNING & NAPIER, INC. MN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $37K | Sell |
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|
2020
Q1 | $25K | Hold |
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|
2019
Q4 | $35K | Sell |
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|
2019
Q3 | $43K | Hold |
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|
2019
Q2 | $40K | Hold |
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|
2019
Q1 | $48K | Hold |
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|
2018
Q4 | $40K | Sell |
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|
2018
Q3 | $82K | Buy |
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|
2018
Q2 | $84K | Hold |
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|
2018
Q1 | $95K | Buy |
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|
2017
Q4 | $84K | Sell |
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|
2017
Q3 | $161K | Sell |
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|
2017
Q2 | $243K | Hold |
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|
2017
Q1 | $319K | Buy |
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|
2016
Q4 | $347K | Buy |
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|
2016
Q3 | $313K | Buy |
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|
2016
Q2 | $324K | Buy |
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|
2016
Q1 | $272K | Buy |
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