Aquila Investment Management’s WESCO International WCC Stock Holding History

Aquila Investment Management’s Portfolio WCC Stock Details WCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-12,000	Closed	-$2.09M	–	81
2023 Q4	$2.09M	Hold	12,000	–	–	1.81%	15
2023 Q3	$1.73M	Hold	12,000	–	–	1.59%	21
2023 Q2	$2.15M	Hold	12,000	–	–	1.76%	16
2023 Q1	$1.85M	Hold	12,000	–	–	1.53%	22
2022 Q4	$1.5M	Hold	12,000	–	–	1.16%	37
2022 Q3	$1.43M	Hold	12,000	–	–	1.07%	38
2022 Q2	$1.28M	Hold	12,000	–	–	0.91%	52
2022 Q1	$1.56M	Sell	12,000 -6,000	-33%	-$752K	0.89%	46
2021 Q4	$2.37M	Buy	+18,000	New	+$2.3M	1.14%	46

Other funds holding WCC

LGP

Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Aquila Investment Management's WCC Position: Q1 2024 in Review

Aquila Investment Management sold out of WESCO International (WCC) in Q1 2024, closing a stake of 12,000 shares — an estimated $2.09M sold.

Aquila Investment Management first reported a position in WCC in Q4 2021 and held it in 9 quarters. The position peaked at $2.37M in Q4 2021. 457 funds tracked by Wall St. Rank hold WCC as of Q1 2024.

Aquila Investment Management reported no remaining WESCO International position as of Q1 2024 after selling out during the quarter.
Aquila Investment Management sold 12,000 WESCO International shares in Q1 2024, an estimated $2.09M.
Aquila Investment Management first reported a position in WESCO International in Q4 2021 and held it in 9 quarters.
Aquila Investment Management's WESCO International position peaked at $2.37M in Q4 2021.
457 funds tracked by Wall St. Rank held WESCO International as of Q1 2024.

Based on Aquila Investment Management's 13F filing for Q1 2024, filed 23 Apr 2024.