OWSMX
Old Westbury Small & Mid Cap Strategies Fund
1W: -1.2%
1M: -2.8%
3M: -3.4%
YTD: +7.6%
1Y: +2.6%
3Y: +35.7%
5Y: +3.5%
$18.97
+0.12 (+0.64%)
Weekly Expected Move ±1.2%
$18
$19
$19
$19
$19
Institutional Ownership — OWSMX
1
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
0
New Positions
1
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MOODY LYNN LIEBERSON & WALKER, LLC | 29,818 | 566K | +16,751 | +128.2% | 8Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MOODY LYNN LIEBERSON & WALKER, LLC | +16,751 | +128.2% | 29,818 |
Biggest Decreases (0)
None.