BCP
WSM icon

Bayberry Capital Partners’s Williams-Sonoma WSM Stock Holding History

Bayberry Capital Partners’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
Q1 		– Sell
-63,600
Closed -$2.33M – 23
2019
Q4 		$2.33M Buy
+63,600
New +$2.21M 1.08% 14

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HMP
HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bayberry Capital Partners's WSM Position: Q1 2020 in Review

Bayberry Capital Partners sold out of Williams-Sonoma (WSM) in Q1 2020, closing a stake of 63,600 shares — an estimated $2.33M sold.

Bayberry Capital Partners first reported a position in WSM in Q4 2019 and held it in 1 quarter. The position peaked at $2.33M in Q4 2019. 393 funds tracked by Wall St. Rank hold WSM as of Q1 2020.

  • Bayberry Capital Partners reported no remaining Williams-Sonoma position as of Q1 2020 after selling out during the quarter.
  • Bayberry Capital Partners sold 63,600 Williams-Sonoma shares in Q1 2020, an estimated $2.33M.
  • Bayberry Capital Partners first reported a position in Williams-Sonoma in Q4 2019 and held it in 1 quarter.
  • Bayberry Capital Partners's Williams-Sonoma position peaked at $2.33M in Q4 2019.
  • 393 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2020.

Based on Bayberry Capital Partners's 13F filing for Q1 2020, filed 15 May 2020.