ZIM
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Zacks Investment Management’s Curtiss-Wright CW Stock Holding History

Zacks Investment Management’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-8,210
Closed -$766K – 529
2020
Q3 		$766K Buy
8,210
+688
+9% +$66K 0.02% 355
2020
Q2 		$672K Sell
7,522
-1,830
-20% -$174K 0.01% 364
2020
Q1 		$864K Sell
9,352
-1,110
-11% -$142K 0.02% 319
2019
Q4 		$1.47M Sell
10,462
-562
-5% -$76.1K 0.03% 324
2019
Q3 		$1.43M Sell
11,024
-804
-7% -$101K 0.03% 328
2019
Q2 		$1.5M Sell
11,828
-523
-4% -$60.3K 0.03% 330
2019
Q1 		$1.4M Buy
12,351
+1,525
+14% +$174K 0.03% 325
2018
Q4 		$1.11M Sell
10,826
-1,733
-14% -$194K 0.03% 328
2018
Q3 		$1.73M Buy
12,559
+176
+1% +$23.1K 0.04% 305
2018
Q2 		$1.47M Buy
12,383
+196
+2% +$25.6K 0.03% 348
2018
Q1 		$1.65M Sell
12,187
-704
-5% -$92K 0.04% 312
2017
Q4 		$1.57M Buy
+12,891
New +$1.52M 0.03% 315
2015
Q4 		– Sell
-16,613
Closed -$1.04M – 580
2015
Q3 		$1.04M Buy
16,613
+2,400
+17% +$161K 0.04% 288
2015
Q2 		$1.03M Sell
14,213
-153
-1% -$11.3K 0.03% 285
2015
Q1 		$1.06M Buy
14,366
+2,100
+17% +$147K 0.03% 274
2014
Q4 		$866K Sell
12,266
-918
-7% -$63.3K 0.03% 297
2014
Q3 		$869K Buy
+13,184
New +$886K 0.03% 284

Other funds holding CW

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Zacks Investment Management's CW Position: Q4 2020 in Review

Zacks Investment Management sold out of Curtiss-Wright (CW) in Q4 2020, closing a stake of 8,210 shares — an estimated $766K sold.

Zacks Investment Management first reported a position in CW in Q3 2014 and held it in 17 quarters. The position peaked at $1.73M in Q3 2018. 319 funds tracked by Wall St. Rank hold CW as of Q4 2020.

  • Zacks Investment Management reported no remaining Curtiss-Wright position as of Q4 2020 after selling out during the quarter.
  • Zacks Investment Management sold 8,210 Curtiss-Wright shares in Q4 2020, an estimated $766K.
  • Zacks Investment Management first reported a position in Curtiss-Wright in Q3 2014 and held it in 17 quarters.
  • Zacks Investment Management's Curtiss-Wright position peaked at $1.73M in Q3 2018.
  • 319 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2020.

Based on Zacks Investment Management's 13F filing for Q4 2020, filed 16 Feb 2021.