BIM
WLH

Bogle Investment Management’s WILLIAM LYON HOMES WLH Stock Holding History

Bogle Investment Management’s Portfolio WLH Stock Details WLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-68,543
Closed -$733K – 456
2018
Q4 		$733K Buy
+68,543
New +$876K 0.06% 250
2018
Q2 		– Sell
-141,172
Closed -$3.88M – 404
2018
Q1 		$3.88M Buy
141,172
+95,296
+208% +$2.65M 0.29% 106
2017
Q4 		$1.33M Buy
+45,876
New +$1.24M 0.1% 188

Other funds holding WLH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

Bogle Investment Management's WLH Position: Q1 2019 in Review

Bogle Investment Management sold out of WILLIAM LYON HOMES (WLH) in Q1 2019, closing a stake of 68,543 shares — an estimated $733K sold.

Bogle Investment Management first reported a position in WLH in Q4 2017 and held it in 3 quarters. The position peaked at $3.88M in Q1 2018. 141 funds tracked by Wall St. Rank hold WLH as of Q1 2019.

  • Bogle Investment Management reported no remaining WILLIAM LYON HOMES position as of Q1 2019 after selling out during the quarter.
  • Bogle Investment Management sold 68,543 WILLIAM LYON HOMES shares in Q1 2019, an estimated $733K.
  • Bogle Investment Management first reported a position in WILLIAM LYON HOMES in Q4 2017 and held it in 3 quarters.
  • Bogle Investment Management's WILLIAM LYON HOMES position peaked at $3.88M in Q1 2018.
  • 141 funds tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q1 2019.

Based on Bogle Investment Management's 13F filing for Q1 2019, filed 13 May 2019.