Baillie Gifford & Co
WSM icon

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 $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return