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Bowling Portfolio Management’s Williams-Sonoma WSM Stock Holding History

Bowling Portfolio Management’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
2022
Q1 		– Sell
-20,272
Closed -$1.71M – 235
2021
Q4 		$1.71M Sell
20,272
-476
-2% -$44.3K 0.36% 96
2021
Q3 		$1.84M Sell
20,748
-44
-0.2% -$3.72K 0.41% 82
2021
Q2 		$1.66M Sell
20,792
-1,346
-6% -$115K 0.37% 102
2021
Q1 		$1.98M Buy
22,138
+3,706
+20% +$250K 0.47% 63
2020
Q4 		$939K Sell
18,432
-1,522
-8% -$77.9K 0.22% 155
2020
Q3 		$902K Buy
+19,954
New +$887K 0.2% 151

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return