Altshuler Shaham’s Wayfair W Stock Holding History

Altshuler Shaham’s Portfolio W Stock Details W Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-27	Closed	-$8K	–	474
2020 Q3	$8K	Buy	+27	New	+$7.39K	﹤0.01%	338

Other funds holding W

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Altshuler Shaham's W Position: Q4 2020 in Review

Altshuler Shaham sold out of Wayfair (W) in Q4 2020, closing a stake of 27 shares — an estimated $8K sold.

Altshuler Shaham first reported a position in W in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 407 funds tracked by Wall St. Rank hold W as of Q4 2020.

Altshuler Shaham reported no remaining Wayfair position as of Q4 2020 after selling out during the quarter.
Altshuler Shaham sold 27 Wayfair shares in Q4 2020, an estimated $8K.
Altshuler Shaham first reported a position in Wayfair in Q3 2020 and held it in 1 quarter.
Altshuler Shaham's Wayfair position peaked at $8K in Q3 2020.
407 funds tracked by Wall St. Rank held Wayfair as of Q4 2020.

Based on Altshuler Shaham's 13F filing for Q4 2020, filed 16 Feb 2021.