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Woodward Diversified Capital’s Woodward WWD Stock Holding History

Woodward Diversified Capital’s Portfolio WWD Stock Details WWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,725
Closed -$210K – 221
2020
Q4 		$210K Buy
+1,725
New +$175K 0.14% 145

Other funds holding WWD

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DVI
Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Woodward Diversified Capital's WWD Position: Q1 2021 in Review

Woodward Diversified Capital sold out of Woodward (WWD) in Q1 2021, closing a stake of 1,725 shares — an estimated $210K sold.

Woodward Diversified Capital first reported a position in WWD in Q4 2020 and held it in 1 quarter. The position peaked at $210K in Q4 2020. 337 funds tracked by Wall St. Rank hold WWD as of Q1 2021.

  • Woodward Diversified Capital reported no remaining Woodward position as of Q1 2021 after selling out during the quarter.
  • Woodward Diversified Capital sold 1,725 Woodward shares in Q1 2021, an estimated $210K.
  • Woodward Diversified Capital first reported a position in Woodward in Q4 2020 and held it in 1 quarter.
  • Woodward Diversified Capital's Woodward position peaked at $210K in Q4 2020.
  • 337 funds tracked by Wall St. Rank held Woodward as of Q1 2021.

Based on Woodward Diversified Capital's 13F filing for Q1 2021, filed 14 May 2021.