AMP Capital Investors’s John Wiley & Sons Class A WLY Stock Holding History

AMP Capital Investors’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	-4,600	Closed	-$277K	–	1185
2021 Q2	$277K	Buy	+4,600	New	+$274K	﹤0.01%	1080
2018 Q3	–	Sell	-5,300	Closed	-$331K	–	1200
2018 Q2	$331K	Buy	+5,300	New	+$352K	﹤0.01%	1055
2017 Q2	–	Sell	-24,924	Closed	-$1.32M	–	1214
2017 Q1	$1.32M	Sell	24,924 -1,500	-6%	-$81.5K	0.01%	809
2016 Q4	$1.44M	Sell	26,424 -3,800	-13%	-$203K	0.01%	804
2016 Q3	$1.52M	Buy	30,224 +2,824	+10%	+$155K	0.01%	784
2016 Q2	$1.39M	Sell	27,400 -1,200	-4%	-$60.6K	0.01%	782
2016 Q1	$1.41M	Buy	28,600 +13,800	+93%	+$603K	0.01%	770
2015 Q4	$669K	Sell	14,800 -4,500	-23%	-$223K	﹤0.01%	931
2015 Q3	$949K	Hold	19,300	–	–	0.01%	837
2015 Q2	$1.05M	Hold	19,300	–	–	0.01%	864
2015 Q1	$1.19M	Buy	+19,300	New	+$1.19M	0.01%	852

Other funds holding WLY

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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 $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

AMP Capital Investors's WLY Position: Q3 2021 in Review

AMP Capital Investors sold out of John Wiley & Sons Class A (WLY) in Q3 2021, closing a stake of 4,600 shares — an estimated $277K sold.

AMP Capital Investors first reported a position in WLY in Q1 2015 and held it in 11 quarters. The position peaked at $1.52M in Q3 2016. 231 funds tracked by Wall St. Rank hold WLY as of Q3 2021.

AMP Capital Investors reported no remaining John Wiley & Sons Class A position as of Q3 2021 after selling out during the quarter.
AMP Capital Investors sold 4,600 John Wiley & Sons Class A shares in Q3 2021, an estimated $277K.
AMP Capital Investors first reported a position in John Wiley & Sons Class A in Q1 2015 and held it in 11 quarters.
AMP Capital Investors's John Wiley & Sons Class A position peaked at $1.52M in Q3 2016.
231 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2021.

Based on AMP Capital Investors's 13F filing for Q3 2021, filed 15 Nov 2021.