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 $53.8B AUM 19.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Westwood Holdings Group's PBR Position: Q1 2024 in Review

Westwood Holdings Group sold out of Petrobras (PBR) in Q1 2024, closing a stake of 566,993 shares — an estimated $9.05M sold.

Westwood Holdings Group first reported a position in PBR in Q2 2019 and held it in 8 quarters. The position peaked at $9.05M in Q4 2023. 499 funds tracked by Wall St. Rank hold PBR as of Q1 2024.

Westwood Holdings Group reported no remaining Petrobras position as of Q1 2024 after selling out during the quarter.
Westwood Holdings Group sold 566,993 Petrobras shares in Q1 2024, an estimated $9.05M.
Westwood Holdings Group first reported a position in Petrobras in Q2 2019 and held it in 8 quarters.
Westwood Holdings Group's Petrobras position peaked at $9.05M in Q4 2023.
499 funds tracked by Wall St. Rank held Petrobras as of Q1 2024.

Based on Westwood Holdings Group's 13F filing for Q1 2024, filed 14 May 2024.