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ZIM
Zacks Investment Management’s
Worthington Enterprises
WOR
Stock Holding History
Zacks Investment Management’s Portfolio
WOR Stock Details
WOR Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
–
Sell
-26,186
Closed
-$712K
–
662
2022
Q2
$712K
Sell
26,186
-13,488
-34%
-$391K
0.01%
382
2022
Q1
$1.26M
Buy
39,674
+887
+2%
+$30.6K
0.02%
338
2021
Q4
$1.31M
Buy
+38,787
New
+$1.28M
0.02%
347
2019
Q4
–
Sell
-19,151
Closed
-$426K
–
598
2019
Q3
$426K
Buy
+19,151
New
+$444K
0.01%
452
2017
Q1
–
Sell
-29,511
Closed
-$863K
–
741
2016
Q4
$863K
Buy
+29,511
New
+$950K
0.02%
354
2014
Q2
–
Sell
-29,574
Closed
-$697K
–
764
2014
Q1
$697K
Buy
29,574
+11,896
+67%
+$296K
0.03%
323
2013
Q4
$459K
Buy
17,678
+2,545
+17%
+$63.2K
0.02%
425
2013
Q3
$321K
Buy
15,133
+2,121
+16%
+$45.4K
0.01%
495
2013
Q2
$254K
Buy
+13,012
New
+$263K
0.01%
524
Other funds holding WOR
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
Macquarie Group
Sydney, NSW 2000, Australia
$16.8B AUM
27.39%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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