Westwood Holdings Group NYSE: WHG has filed 13-F forms with the SEC as an investor. Westwood Holdings Group is itself a publicly traded company. Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds; and investment sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment. For more information on Westwood Holdings Group stock, visit the Westwood Holdings Group stock profile here.
Investment Activity
- Westwood Holdings Group has $13.47 billion in total holdings as of March 31, 2024.
- Westwood Holdings Group owns shares of 457 different stocks, but just 120 companies or ETFs make up 80% of its holdings.
- Approximately 13.57% of the portfolio was purchased this quarter.
- About 14.30% of the portfolio was sold this quarter.
- This quarter, Westwood Holdings Group has purchased 463 new stocks and bought additional shares in 154 stocks.
- Westwood Holdings Group sold shares of 194 stocks and completely divested from 60 stocks this quarter.
Largest New Holdings this Quarter
- 92338C103 - VERALTO CORP
- $69,838,926 Holding
Largest Purchases this Quarter
- VERALTO CORP
- 691,817 shares (about $69.84M)
Largest Sales this Quarter
- DOMINOS PIZZA INC
- 155,669 shares (about $70.14M)
