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Westwood Holdings Group’s Clear Secure YOU Stock Holding History

Westwood Holdings Group’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-42,058
Closed -$1.39M – 509
2024
Q3 		$1.39M Sell
42,058
-26,987
-39% -$696K 0.01% 356
2024
Q2 		$1.29M Buy
69,045
+358
+0.5% +$6.48K 0.01% 344
2024
Q1 		$1.46M Sell
68,687
-13,500
-16% -$268K 0.01% 335
2023
Q4 		$1.7M Buy
82,187
+41,402
+102% +$805K 0.01% 331
2023
Q3 		$777K Sell
40,785
-11,640
-22% -$258K 0.01% 358
2023
Q2 		$1.22M Buy
52,425
+13,750
+36% +$340K 0.01% 335
2023
Q1 		$1.01M Buy
+38,675
New +$1.1M 0.01% 352

Other funds holding YOU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Westwood Holdings Group's YOU Position: Q4 2024 in Review

Westwood Holdings Group sold out of Clear Secure (YOU) in Q4 2024, closing a stake of 42,058 shares — an estimated $1.39M sold.

Westwood Holdings Group first reported a position in YOU in Q1 2023 and held it in 7 quarters. The position peaked at $1.7M in Q4 2023. 306 funds tracked by Wall St. Rank hold YOU as of Q4 2024.

  • Westwood Holdings Group reported no remaining Clear Secure position as of Q4 2024 after selling out during the quarter.
  • Westwood Holdings Group sold 42,058 Clear Secure shares in Q4 2024, an estimated $1.39M.
  • Westwood Holdings Group first reported a position in Clear Secure in Q1 2023 and held it in 7 quarters.
  • Westwood Holdings Group's Clear Secure position peaked at $1.7M in Q4 2023.
  • 306 funds tracked by Wall St. Rank held Clear Secure as of Q4 2024.

Based on Westwood Holdings Group's 13F filing for Q4 2024, filed 14 Feb 2025.