WESTWOOD HLDGS GROUP INC's ticker is WHG and the CUSIP is 961765104.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,059 | -37.6% | 794 | -23.7% | 0.00% | – |
Q2 2023 | $12,909 | +215050.0% | 1,041 | +99.4% | 0.00% | – |
Q1 2023 | $6 | -99.9% | 522 | -24.3% | 0.00% | – |
Q3 2022 | $6,000 | -57.1% | 690 | -26.9% | 0.00% | – |
Q2 2022 | $14,000 | +100.0% | 944 | +82.9% | 0.00% | – |
Q1 2022 | $7,000 | 0.0% | 516 | +30.3% | 0.00% | – |
Q4 2021 | $7,000 | -86.8% | 396 | -85.8% | 0.00% | -100.0% |
Q3 2021 | $53,000 | -57.3% | 2,782 | -51.3% | 0.00% | -66.7% |
Q2 2021 | $124,000 | +51.2% | 5,709 | +0.6% | 0.00% | +200.0% |
Q1 2021 | $82,000 | +2.5% | 5,674 | +2.2% | 0.00% | -50.0% |
Q4 2020 | $80,000 | -30.4% | 5,552 | -46.1% | 0.00% | +100.0% |
Q3 2020 | $115,000 | -10.2% | 10,294 | +27.0% | 0.00% | -80.0% |
Q2 2020 | $128,000 | +1728.6% | 8,103 | +2163.4% | 0.01% | – |
Q1 2020 | $7,000 | -85.1% | 358 | -79.0% | 0.00% | -100.0% |
Q3 2019 | $47,000 | +38.2% | 1,706 | +81.7% | 0.00% | +50.0% |
Q1 2019 | $34,000 | +100.0% | 939 | +83.4% | 0.00% | +100.0% |
Q4 2018 | $17,000 | +70.0% | 512 | +163.9% | 0.00% | 0.0% |
Q3 2018 | $10,000 | -95.9% | 194 | -95.2% | 0.00% | -92.9% |
Q2 2018 | $242,000 | +340.0% | 4,066 | +386.4% | 0.01% | +100.0% |
Q4 2017 | $55,000 | -45.5% | 836 | -43.9% | 0.01% | -12.5% |
Q3 2017 | $101,000 | +818.2% | 1,490 | +676.0% | 0.01% | +700.0% |
Q2 2017 | $11,000 | -45.0% | 192 | -50.5% | 0.00% | -50.0% |
Q2 2016 | $20,000 | -60.8% | 388 | -60.6% | 0.00% | -75.0% |
Q4 2015 | $51,000 | +466.7% | 984 | +578.6% | 0.01% | +700.0% |
Q2 2015 | $9,000 | -75.0% | 145 | -75.8% | 0.00% | -75.0% |
Q1 2015 | $36,000 | +16.1% | 600 | +22.4% | 0.00% | +33.3% |
Q4 2014 | $31,000 | -63.1% | 490 | -67.0% | 0.00% | -66.7% |
Q3 2014 | $84,000 | +68.0% | 1,485 | +76.6% | 0.01% | +50.0% |
Q2 2014 | $50,000 | – | 841 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Zuckerman Investment Group, LLC | 179,192 | $8,610,000 | 2.16% |
Conestoga Capital Advisors, LLC | 447,654 | $21,510,000 | 1.84% |
Hendershot Investments Inc. | 28,150 | $1,353,000 | 0.95% |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 102,269 | $4,914,000 | 0.76% |
THIRD AVENUE MANAGEMENT LLC | 414,877 | $19,935,000 | 0.39% |
Winchester Group Inc. | 29,484 | $1,416,000 | 0.31% |
GAMCO INVESTORS, INC. ET AL | 757,400 | $36,393,000 | 0.21% |
North Star Investment Management Corp. | 16,075 | $772,000 | 0.21% |
MENTA CAPITAL LLC | 7,689 | $369,000 | 0.19% |
FENIMORE ASSET MANAGEMENT TRUST | 58,496 | $2,811,000 | 0.17% |