Westwood Holdings Group Inc Portfolio Holdings
Westwood Holdings Group Inc
- $12.6 Billion
- Q3 2024
Westwood Holdings Group Inc has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $12.6 Billion distributed in 469 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Energy Transfer LP with a value of $222M, Microsoft Corp with a value of $219M, Williams Companies, Inc. with a value of $199M, Jpmorgan Chase & CO with a value of $198M, and Western Midstream Partners, LP with a value of $189M.
Examining the 13F form we can see an increase of $757M in the current position value, from $11.9B to 12.6B.
Westwood Holdings Group Inc is based out at Dallas, TX
Below you can find more details about Westwood Holdings Group Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 469
- Current Value $12.6 Billion
- Prior Value $11.9 Billion
- Filing
- Period Q3 2024
- Filing Date November 14, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 51 stocks
- Additional Purchases 180 stocks
- Sold out of 0 stocks
- Reduced holdings in 144 stocks