BP
WMS icon

Berkshire Partners’s Advanced Drainage Systems WMS Stock Holding History

Berkshire Partners’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
2023
Q1 		– Sell
-1,826,684
Closed -$150M – 3
2022
Q4 		$150M Hold
1,826,684
– – 27.73% 2
2022
Q3 		$227M Sell
1,826,684
-1,142,044
-38% -$142M 23.54% 2
2022
Q2 		$267M Sell
2,968,728
-989,578
-25% -$102M 26.28% 2
2022
Q1 		$470M Hold
3,958,306
– – 32.68% 2
2021
Q4 		$539M Sell
3,958,306
-1,290,000
-25% -$159M 32.61% 2
2021
Q3 		$568M Sell
5,248,306
-969,317
-16% -$112M 47.09% 2
2021
Q2 		$725M Hold
6,217,623
– – 52.29% 1
2021
Q1 		$643M Sell
6,217,623
-1,206,448
-16% -$118M 51.7% 1
2020
Q4 		$621M Sell
7,424,071
-1,333,334
-15% -$94.5M 49.54% 2
2020
Q3 		$547M Hold
8,757,405
– – 52.98% 1
2020
Q2 		$433M Buy
8,757,405
+50
+0% +$2.05K 48.93% 2
2020
Q1 		$258M Hold
8,757,355
– – 46.97% 2
2019
Q4 		$340M Hold
8,757,355
– – 60.23% 1
2019
Q3 		$283M Buy
8,757,355
+2,000,000
+30% +$64.9M 30.91% 2
2019
Q2 		$222M Hold
6,757,355
– – 18.33% 2
2019
Q1 		$174M Hold
6,757,355
– – 15.82% 2
2018
Q4 		$164M Hold
6,757,355
– – 19.51% 2
2018
Q3 		$209M Buy
6,757,355
+1,500,000
+29% +$45.5M 19.23% 2
2018
Q2 		$150M Hold
5,257,355
– – 14.26% 3
2018
Q1 		$136M Hold
5,257,355
– – 14.53% 3
2017
Q4 		$125M Hold
5,257,355
– – 12.11% 3
2017
Q3 		$106M Buy
5,257,355
+3,191,003
+154% +$64.3M 18.7% 2
2017
Q2 		$41.5M Buy
+2,066,352
New +$44.4M 7.86% 2

Other funds holding WMS

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Berkshire Partners's WMS Position: Q1 2023 in Review

Berkshire Partners sold out of Advanced Drainage Systems (WMS) in Q1 2023, closing a stake of 1,826,684 shares — an estimated $150M sold.

Berkshire Partners first reported a position in WMS in Q2 2017 and held it in 23 quarters. The position peaked at $725M in Q2 2021. 351 funds tracked by Wall St. Rank hold WMS as of Q1 2023.

  • Berkshire Partners reported no remaining Advanced Drainage Systems position as of Q1 2023 after selling out during the quarter.
  • Berkshire Partners sold 1,826,684 Advanced Drainage Systems shares in Q1 2023, an estimated $150M.
  • Berkshire Partners first reported a position in Advanced Drainage Systems in Q2 2017 and held it in 23 quarters.
  • Berkshire Partners's Advanced Drainage Systems position peaked at $725M in Q2 2021.
  • 351 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2023.

Based on Berkshire Partners's 13F filing for Q1 2023, filed 15 May 2023.