Bailard’s Advanced Drainage Systems WMS Stock Holding History

Bailard’s Portfolio WMS Stock Details WMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,948	Closed	-$265K	–	815
2021 Q4	$265K	Buy	+1,948	New	+$240K	0.01%	575
2021 Q2	–	Sell	-2,348	Closed	-$243K	–	767
2021 Q1	$243K	Buy	+2,348	New	+$229K	0.01%	592
2019 Q4	–	Sell	-9,600	Closed	-$310K	–	615
2019 Q3	$310K	Buy	+9,600	New	+$312K	0.02%	396

Other funds holding WMS

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

Berkshire Partners Boston, Massachusetts $4.96M AUM 59.38% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bailard's WMS Position: Q1 2022 in Review

Bailard sold out of Advanced Drainage Systems (WMS) in Q1 2022, closing a stake of 1,948 shares — an estimated $265K sold.

Bailard first reported a position in WMS in Q3 2019 and held it in 3 quarters. The position peaked at $310K in Q3 2019. 316 funds tracked by Wall St. Rank hold WMS as of Q1 2022.

Bailard reported no remaining Advanced Drainage Systems position as of Q1 2022 after selling out during the quarter.
Bailard sold 1,948 Advanced Drainage Systems shares in Q1 2022, an estimated $265K.
Bailard first reported a position in Advanced Drainage Systems in Q3 2019 and held it in 3 quarters.
Bailard's Advanced Drainage Systems position peaked at $310K in Q3 2019.
316 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2022.

Based on Bailard's 13F filing for Q1 2022, filed 25 Apr 2022.