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Artemis Investment Management’s Williams-Sonoma WSM Stock Holding History

Artemis Investment Management’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-153,094
Closed -$3.25M – 285
2020
Q1 		$3.25M Sell
153,094
-162,118
-51% -$5.15M 0.01% 197
2019
Q4 		$11.6M Buy
315,212
+37,612
+14% +$1.31M 0.15% 153
2019
Q3 		$9.42M Sell
277,600
-13,000
-4% -$430K 0.13% 175
2019
Q2 		$9.42M Buy
+290,600
New +$8.34M 0.11% 198

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
HMP
HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Artemis Investment Management's WSM Position: Q2 2020 in Review

Artemis Investment Management sold out of Williams-Sonoma (WSM) in Q2 2020, closing a stake of 153,094 shares — an estimated $3.25M sold.

Artemis Investment Management first reported a position in WSM in Q2 2019 and held it in 4 quarters. The position peaked at $11.6M in Q4 2019. 440 funds tracked by Wall St. Rank hold WSM as of Q2 2020.

  • Artemis Investment Management reported no remaining Williams-Sonoma position as of Q2 2020 after selling out during the quarter.
  • Artemis Investment Management sold 153,094 Williams-Sonoma shares in Q2 2020, an estimated $3.25M.
  • Artemis Investment Management first reported a position in Williams-Sonoma in Q2 2019 and held it in 4 quarters.
  • Artemis Investment Management's Williams-Sonoma position peaked at $11.6M in Q4 2019.
  • 440 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2020.

Based on Artemis Investment Management's 13F filing for Q2 2020, filed 27 Jul 2020.