ZIG
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Zuckerman Investment Group’s Warner Bros WBD Stock Holding History

Zuckerman Investment Group’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
2024
Q4 		– Sell
-45,937
Closed -$379K – 161
2024
Q3 		$379K Sell
45,937
-66,901
-59% -$523K 0.04% 111
2024
Q2 		$840K Buy
112,838
+28,016
+33% +$224K 0.1% 78
2024
Q1 		$740K Buy
84,822
+54,370
+179% +$524K 0.08% 79
2023
Q4 		$347K Sell
30,452
-4,846
-14% -$52.3K 0.04% 103
2023
Q3 		$383K Sell
35,298
-13,000
-27% -$162K 0.05% 93
2023
Q2 		$606K Buy
48,298
+3,909
+9% +$50.7K 0.09% 71
2023
Q1 		$670K Sell
44,389
-40,000
-47% -$569K 0.1% 68
2022
Q4 		$800K Buy
+84,389
New +$953K 0.13% 66

Other funds holding WBD

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Zuckerman Investment Group's WBD Position: Q4 2024 in Review

Zuckerman Investment Group sold out of Warner Bros (WBD) in Q4 2024, closing a stake of 45,937 shares — an estimated $379K sold.

Zuckerman Investment Group first reported a position in WBD in Q4 2022 and held it in 8 quarters. The position peaked at $840K in Q2 2024. 1,201 funds tracked by Wall St. Rank hold WBD as of Q4 2024.

  • Zuckerman Investment Group reported no remaining Warner Bros position as of Q4 2024 after selling out during the quarter.
  • Zuckerman Investment Group sold 45,937 Warner Bros shares in Q4 2024, an estimated $379K.
  • Zuckerman Investment Group first reported a position in Warner Bros in Q4 2022 and held it in 8 quarters.
  • Zuckerman Investment Group's Warner Bros position peaked at $840K in Q2 2024.
  • 1,201 funds tracked by Wall St. Rank held Warner Bros as of Q4 2024.

Based on Zuckerman Investment Group's 13F filing for Q4 2024, filed 13 Feb 2025.