SEC 13F Intelligence

Jade Capital Advisors, LLC / WWD

Jade Capital Advisors, LLC’s Woodward Inc Position

Does Jade Capital Advisors, LLC own Woodward Inc (WWD)? Not currently — the last reported position was 15.0K shares worth $2M in Q4 2023; the fund’s latest 13F (Q3 2024) no longer reports it.

Position Value
$2M
Q4 2023
Shares
15.0K
% of Portfolio
+1.22%
Quarters Held
8
position exited

Position History WWD

Reported value by quarter
Q2 ’20: $776,000Q2 ’20Q3 ’20: $802,000Q3 ’20Q4 ’20: $608,000Q4 ’20Q2 ’21: $6MQ2 ’21Q1 ’22: $1MQ1 ’22Q1 ’23: $973,700Q1 ’23Q2 ’23: $3MQ2 ’23Q4 ’23: $2MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202315.0K$2M+1.22%
Q2 202327.5K$3M+2.54%
Q1 202310.0K$973,700+1.35%
Q1 202210.0K$1M+0.66%
Q2 202145.0K$6M+2.07%
Q4 20205.0K$608,000+0.45%
Q3 202010.0K$802,000+0.81%
Q2 202010.0K$776,000+0.76%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jade Capital Advisors, LLC’s full portfolio or all institutional holders of WWD.