YIH
WERN icon

Y-Intercept (HK)’s Werner Enterprises WERN Stock Holding History

Y-Intercept (HK)’s Portfolio WERN Stock Details WERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.93M Buy
+65,508
New +$2.12M 0.04% 733
2023
Q4 		– Sell
-15,567
Closed -$606K – 1693
2023
Q3 		$606K Sell
15,567
-3,574
-19% -$153K 0.06% 491
2023
Q2 		$846K Buy
+19,141
New +$860K 0.09% 363
2023
Q1 		– Sell
-7,152
Closed -$288K – 1579
2022
Q4 		$288K Sell
7,152
-244
-3% -$9.95K 0.04% 675
2022
Q3 		$278K Buy
+7,396
New +$301K 0.03% 726
2021
Q2 		– Sell
-6,593
Closed -$317K – 938
2021
Q1 		$317K Sell
6,593
-296
-4% -$12.9K 0.08% 381
2020
Q4 		$272K Buy
+6,889
New +$280K 0.11% 343

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DRZID
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return