ZIM
WHD icon

Zacks Investment Management’s Cactus WHD Stock Holding History

Zacks Investment Management’s Portfolio WHD Stock Details WHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-38,025
Closed -$1.73M – 717
2023
Q4 		$1.73M Sell
38,025
-1,755
-4% -$79.8K 0.02% 307
2023
Q3 		$2M Sell
39,780
-2,324
-6% -$117K 0.03% 282
2023
Q2 		$1.78M Buy
42,104
+1,804
+4% +$70.3K 0.02% 303
2023
Q1 		$1.66M Buy
40,300
+14
+0% +$676 0.02% 302
2022
Q4 		$2.02M Sell
40,286
-159
-0.4% -$7.97K 0.03% 278
2022
Q3 		$1.55M Buy
40,445
+22,323
+123% +$895K 0.02% 290
2022
Q2 		$730K Sell
18,122
-1,203
-6% -$60.5K 0.01% 379
2022
Q1 		$1.1M Sell
19,325
-3,148
-14% -$156K 0.02% 354
2021
Q4 		$857K Sell
22,473
-1,148
-5% -$46.2K 0.01% 394
2021
Q3 		$891K Sell
23,621
-212
-0.9% -$7.65K 0.01% 386
2021
Q2 		$875K Buy
+23,833
New +$825K 0.01% 381
2019
Q3 		– Sell
-66,057
Closed -$2.19M – 589
2019
Q2 		$2.19M Buy
+66,057
New +$2.3M 0.04% 249

Other funds holding WHD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Zacks Investment Management's WHD Position: Q1 2024 in Review

Zacks Investment Management sold out of Cactus (WHD) in Q1 2024, closing a stake of 38,025 shares — an estimated $1.73M sold.

Zacks Investment Management first reported a position in WHD in Q2 2019 and held it in 12 quarters. The position peaked at $2.19M in Q2 2019. 256 funds tracked by Wall St. Rank hold WHD as of Q1 2024.

  • Zacks Investment Management reported no remaining Cactus position as of Q1 2024 after selling out during the quarter.
  • Zacks Investment Management sold 38,025 Cactus shares in Q1 2024, an estimated $1.73M.
  • Zacks Investment Management first reported a position in Cactus in Q2 2019 and held it in 12 quarters.
  • Zacks Investment Management's Cactus position peaked at $2.19M in Q2 2019.
  • 256 funds tracked by Wall St. Rank held Cactus as of Q1 2024.

Based on Zacks Investment Management's 13F filing for Q1 2024, filed 15 May 2024.