6 Meridian’s John Wiley & Sons Class A WLY Stock Holding History

6 Meridian’s Portfolio WLY Stock Details WLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-4,039	Closed	-$243K	–	508
2021 Q2	$243K	Sell	4,039 -149	-4%	-$8.86K	0.02%	269
2021 Q1	$227K	Buy	+4,188	New	+$213K	0.02%	282
2019 Q1	–	Sell	-7,857	Closed	-$369K	–	507
2018 Q4	$369K	Sell	7,857 -141	-2%	-$7.59K	0.04%	341
2018 Q3	$485K	Buy	+7,998	New	+$498K	0.05%	328

Other funds holding WLY

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

6 Meridian's WLY Position: Q3 2021 in Review

6 Meridian sold out of John Wiley & Sons Class A (WLY) in Q3 2021, closing a stake of 4,039 shares — an estimated $243K sold.

6 Meridian first reported a position in WLY in Q3 2018 and held it in 4 quarters. The position peaked at $485K in Q3 2018. 231 funds tracked by Wall St. Rank hold WLY as of Q3 2021.

6 Meridian reported no remaining John Wiley & Sons Class A position as of Q3 2021 after selling out during the quarter.
6 Meridian sold 4,039 John Wiley & Sons Class A shares in Q3 2021, an estimated $243K.
6 Meridian first reported a position in John Wiley & Sons Class A in Q3 2018 and held it in 4 quarters.
6 Meridian's John Wiley & Sons Class A position peaked at $485K in Q3 2018.
231 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2021.

Based on 6 Meridian's 13F filing for Q3 2021, filed 3 Nov 2021.