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Buckingham Capital Management (New York)’s Williams-Sonoma WSM Stock Holding History

Buckingham Capital Management (New York)’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
2018
Q4 		– Sell
-300,000
Closed -$9.86M – 106
2018
Q3 		$9.86M Buy
300,000
+100,000
+50% +$3.17M 1.01% 42
2018
Q2 		$6.14M Buy
+200,000
New +$5.35M 0.61% 66

Other funds holding WSM

Capital Research Global Investors
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Buckingham Capital Management (New York)'s WSM Position: Q1 2015 in Review

Buckingham Capital Management (New York) sold out of Williams-Sonoma (WSM) in Q1 2015, closing a stake of 412,440 shares — an estimated $15.6M sold.

Buckingham Capital Management (New York) first reported a position in WSM in Q4 2013 and held it in 3 quarters. The position peaked at $16.9M in Q3 2014. 353 funds tracked by Wall St. Rank hold WSM as of Q1 2015.

  • Buckingham Capital Management (New York) reported no remaining Williams-Sonoma position as of Q1 2015 after selling out during the quarter.
  • Buckingham Capital Management (New York) sold 412,440 Williams-Sonoma shares in Q1 2015, an estimated $15.6M.
  • Buckingham Capital Management (New York) first reported a position in Williams-Sonoma in Q4 2013 and held it in 3 quarters.
  • Buckingham Capital Management (New York)'s Williams-Sonoma position peaked at $16.9M in Q3 2014.
  • 353 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2015.

Based on Buckingham Capital Management (New York)'s 13F filing for Q1 2015, filed 18 May 2015.