Baillie Gifford & Co
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Baillie Gifford & Co’s Williams-Sonoma WSM Stock Holding History

Baillie Gifford & Co’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
2023
Q2 		– Sell
-126
Closed -$7.67K – 434
2023
Q1 		$7.67K Hold
126
– – ﹤0.01% 408
2022
Q4 		$7.24K Hold
126
– – ﹤0.01% 433
2022
Q3 		$7K Hold
126
– – ﹤0.01% 431
2022
Q2 		$7K Hold
126
– – ﹤0.01% 443
2022
Q1 		$9K Hold
126
– – ﹤0.01% 447
2021
Q4 		$11K Sell
126
-26
-17% -$2.42K ﹤0.01% 442
2021
Q3 		$13K Hold
152
– – ﹤0.01% 426
2021
Q2 		$12K Hold
152
– – ﹤0.01% 422
2021
Q1 		$14K Buy
152
+16
+12% +$1.08K ﹤0.01% 374
2020
Q4 		$7K Buy
+136
New +$6.96K ﹤0.01% 408

Other funds holding WSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Baillie Gifford & Co's WSM Position: Q2 2023 in Review

Baillie Gifford & Co sold out of Williams-Sonoma (WSM) in Q2 2023, closing a stake of 126 shares — an estimated $7.67K sold.

Baillie Gifford & Co first reported a position in WSM in Q4 2020 and held it in 10 quarters. The position peaked at $14K in Q1 2021. 586 funds tracked by Wall St. Rank hold WSM as of Q2 2023.

  • Baillie Gifford & Co reported no remaining Williams-Sonoma position as of Q2 2023 after selling out during the quarter.
  • Baillie Gifford & Co sold 126 Williams-Sonoma shares in Q2 2023, an estimated $7.67K.
  • Baillie Gifford & Co first reported a position in Williams-Sonoma in Q4 2020 and held it in 10 quarters.
  • Baillie Gifford & Co's Williams-Sonoma position peaked at $14K in Q1 2021.
  • 586 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2023.

Based on Baillie Gifford & Co's 13F filing for Q2 2023, filed 28 Jul 2023.