Westwood Holdings Group’s Petrobras PBR Stock Holding History

Westwood Holdings Group’s Portfolio PBR Stock Details PBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-566,993	Closed	-$9.05M	–	487
2023 Q4	$9.05M	Buy	566,993 +81,602	+17%	+$1.25M	0.08%	215
2023 Q3	$7.28M	Buy	485,391 +139,318	+40%	+$1.98M	0.07%	214
2023 Q2	$4.79M	Buy	+346,073	New	+$4.21M	0.04%	255
2020 Q4	–	Sell	-13,407	Closed	-$95K	–	453
2020 Q3	$95K	Hold	13,407	–	–	﹤0.01%	398
2020 Q2	$111K	Buy	+13,407	New	+$97.2K	﹤0.01%	388
2020 Q1	–	Sell	-7,413	Closed	-$118K	–	480
2019 Q4	$118K	Hold	7,413	–	–	﹤0.01%	469
2019 Q3	$107K	Sell	7,413 -1,115	-13%	-$16.4K	﹤0.01%	427
2019 Q2	$133K	Buy	+8,528	New	+$130K	﹤0.01%	463

Other funds holding PBR

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return