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West Oak Capital’s MYR Group MYRG Stock Holding History

West Oak Capital’s Portfolio MYRG Stock Details MYRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.56K Sell
750
-600
-44% -$112K 0.06% 122
2025
Q2 		$2.45K Hold
1,350
– – 0.1% 113
2025
Q1 		$1.53K Hold
1,350
– – 0.06% 126
2024
Q4 		$2.01M Hold
1,350
– – 0.07% 116
2024
Q3 		$1.38K Hold
1,350
– – 0.03% 134
2024
Q2 		$183K Hold
1,350
– – 0.07% 125
2024
Q1 		$239K Hold
1,350
– – 0.1% 113
2023
Q4 		$188K Sell
1,350
-40
-3% -$5.15K 0.09% 126
2023
Q3 		$187K Hold
1,390
– – 0.09% 118
2023
Q2 		$192K Hold
1,390
– – 0.09% 120
2023
Q1 		$175K Buy
1,390
+225
+19% +$24.2K 0.09% 120
2022
Q4 		$107K Sell
1,165
-225
-16% -$20.4K 0.06% 134
2022
Q3 		$118K Hold
1,390
– – 0.06% 131
2022
Q2 		$123K Sell
1,390
-100
-7% -$8.76K 0.06% 134
2022
Q1 		$140K Hold
1,490
– – 0.06% 137
2021
Q4 		$165K Sell
1,490
-375
-20% -$40.7K 0.06% 134
2021
Q3 		$186K Hold
1,865
– – 0.07% 129
2021
Q2 		$170K Sell
1,865
-35
-2% -$2.85K 0.07% 134
2021
Q1 		$136K Hold
1,900
– – 0.06% 137
2020
Q4 		$114K Buy
+1,900
New +$94.4K 0.05% 135

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return