ZIM
WBD

Zacks Investment Management’s Warner Bros WBD Stock Holding History

Zacks Investment Management’s Portfolio WBD Stock Details WBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-49,172
Closed -$1.61M – 607
2019
Q4 		$1.61M Buy
+49,172
New +$1.48M 0.03% 308
2017
Q2 		– Sell
-9,113
Closed -$265K – 693
2017
Q1 		$265K Hold
9,113
– – 0.01% 517
2016
Q4 		$250K Hold
9,113
– – 0.01% 543
2016
Q3 		$245K Buy
+9,113
New +$234K 0.01% 529

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Zacks Investment Management's WBD Position: Q1 2020 in Review

Zacks Investment Management sold out of Warner Bros (WBD) in Q1 2020, closing a stake of 49,172 shares — an estimated $1.61M sold.

Zacks Investment Management first reported a position in WBD in Q3 2016 and held it in 4 quarters. The position peaked at $1.61M in Q4 2019. 521 funds tracked by Wall St. Rank hold WBD as of Q1 2020.

  • Zacks Investment Management reported no remaining Warner Bros position as of Q1 2020 after selling out during the quarter.
  • Zacks Investment Management sold 49,172 Warner Bros shares in Q1 2020, an estimated $1.61M.
  • Zacks Investment Management first reported a position in Warner Bros in Q3 2016 and held it in 4 quarters.
  • Zacks Investment Management's Warner Bros position peaked at $1.61M in Q4 2019.
  • 521 funds tracked by Wall St. Rank held Warner Bros as of Q1 2020.

Based on Zacks Investment Management's 13F filing for Q1 2020, filed 15 May 2020.