CIG
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Cairn Investment Group’s Williams-Sonoma WSM Stock Holding History

Cairn Investment Group’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
-4,490
Closed -$380K – 77
2021
Q4 		$380K Hold
4,490
– – 0.26% 59
2021
Q3 		$398K Hold
4,490
– – 0.29% 58
2021
Q2 		$358K Sell
4,490
-600
-12% -$51.1K 0.26% 59
2021
Q1 		$456K Sell
5,090
-6,220
-55% -$420K 0.38% 54
2020
Q4 		$576K Sell
11,310
-2,380
-17% -$122K 0.54% 53
2020
Q3 		$619K Sell
13,690
-3,690
-21% -$164K 0.66% 49
2020
Q2 		$713K Sell
17,380
-650
-4% -$22.1K 0.87% 46
2020
Q1 		$383K Hold
18,030
– – 0.57% 54
2019
Q4 		$662K Buy
+18,030
New +$626K 0.66% 58

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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