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Westwood Holdings Group’s United States Lime & Minerals USLM Stock Holding History

Westwood Holdings Group’s Portfolio USLM Stock Details USLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-14,410
Closed -$406K – 604
2022
Q4 		$406K Sell
14,410
-7,290
-34% -$188K ﹤0.01% 443
2022
Q3 		$444K Buy
21,700
+8,475
+64% +$180K 0.01% 379
2022
Q2 		$280K Buy
+13,225
New +$299K ﹤0.01% 422

Other funds holding USLM

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

Westwood Holdings Group's USLM Position: Q1 2023 in Review

Westwood Holdings Group sold out of United States Lime & Minerals (USLM) in Q1 2023, closing a stake of 14,410 shares — an estimated $406K sold.

Westwood Holdings Group first reported a position in USLM in Q2 2022 and held it in 3 quarters. The position peaked at $444K in Q3 2022. 67 funds tracked by Wall St. Rank hold USLM as of Q1 2023.

  • Westwood Holdings Group reported no remaining United States Lime & Minerals position as of Q1 2023 after selling out during the quarter.
  • Westwood Holdings Group sold 14,410 United States Lime & Minerals shares in Q1 2023, an estimated $406K.
  • Westwood Holdings Group first reported a position in United States Lime & Minerals in Q2 2022 and held it in 3 quarters.
  • Westwood Holdings Group's United States Lime & Minerals position peaked at $444K in Q3 2022.
  • 67 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q1 2023.

Based on Westwood Holdings Group's 13F filing for Q1 2023, filed 12 May 2023.