Westwood Holdings shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Westwood Holdings (WHG) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Westwood Holdings
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Quarterly reported holdings in Westwood Holdings by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13k | 761 | 16.49 |
| 2025-06-30 | $12k | 761 | 15.60 |
| 2021-03-31 | $9.0k | 603 | 14.93 |
| 2020-12-31 | $9.0k | 603 | 14.93 |
| 2020-09-30 | $7.0k | 603 | 11.61 |
| 2020-06-30 | $9.0k | 603 | 14.93 |
| 2020-03-31 | $11k | 603 | 18.24 |
| 2019-12-31 | $18k | 603 | 29.85 |
| 2019-09-30 | $17k | 603 | 28.19 |
| 2019-06-30 | $21k | 603 | 34.83 |
| 2019-03-31 | $21k | 603 | 34.83 |
| 2018-12-31 | $21k | 603 | 34.83 |
| 2018-09-30 | $31k | 603 | 51.41 |
| 2018-06-30 | $36k | 603 | 59.70 |
| 2018-03-31 | $34k | 603 | 56.38 |
| 2017-12-31 | $40k | 603 | 66.33 |
| 2017-09-30 | $36k | 603 | 59.70 |
| 2017-06-30 | $34k | 603 | 56.38 |
| 2017-03-31 | $32k | 603 | 53.07 |
More positions owned by Summit Investment Advisors
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