BA
WDFC icon

Boston Advisors’s WD-40 WDFC Stock Holding History

Boston Advisors’s Portfolio WDFC Stock Details WDFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$4.79M Buy
26,123
+4,154
+19% +$747K 0.25% 106
2019
Q2 		$3.49M Sell
21,969
-3,422
-13% -$561K 0.19% 148
2019
Q1 		$4.3M Buy
25,391
+4,254
+20% +$750K 0.22% 127
2018
Q4 		$3.87M Buy
+21,137
New +$3.58M 0.22% 125

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RP
Regal Partners Sydney, NSW, Australia $1.84B AUM 54.78% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Boston Advisors's WDFC Position: Q3 2019 in Review

Boston Advisors increased its WD-40 (WDFC) stake by 19% in Q3 2019, buying an estimated $747K and bringing the position to 26,123 shares worth $4.79M. The position accounts for 0.25% of the portfolio, ranked #106.

Boston Advisors first reported a position in WDFC in Q4 2018 and has held it in 4 quarters since. 282 funds tracked by Wall St. Rank hold WDFC as of Q3 2019.

  • Boston Advisors held 26,123 shares of WD-40 worth $4.79M as of Q3 2019.
  • Boston Advisors bought 4,154 WD-40 shares in Q3 2019, an estimated $747K.
  • WD-40 made up 0.25% of Boston Advisors's portfolio in Q3 2019, its #106 holding.
  • Boston Advisors first reported a position in WD-40 in Q4 2018 and has held it in 4 quarters since.
  • 282 funds tracked by Wall St. Rank held WD-40 as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.