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Caldwell Investment Management’s Advanced Drainage Systems WMS Stock Holding History

Caldwell Investment Management’s Portfolio WMS Stock Details WMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,800
Closed -$1.17M – 39
2024
Q1 		$1.17M Hold
6,800
– – 0.87% 26
2023
Q4 		$958K Buy
+6,800
New +$820K 0.74% 27

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Boston Partners
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William Blair Investment Management
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Caldwell Investment Management's WMS Position: Q2 2024 in Review

Caldwell Investment Management sold out of Advanced Drainage Systems (WMS) in Q2 2024, closing a stake of 6,800 shares — an estimated $1.17M sold.

Caldwell Investment Management first reported a position in WMS in Q4 2023 and held it in 2 quarters. The position peaked at $1.17M in Q1 2024. 500 funds tracked by Wall St. Rank hold WMS as of Q2 2024.

  • Caldwell Investment Management reported no remaining Advanced Drainage Systems position as of Q2 2024 after selling out during the quarter.
  • Caldwell Investment Management sold 6,800 Advanced Drainage Systems shares in Q2 2024, an estimated $1.17M.
  • Caldwell Investment Management first reported a position in Advanced Drainage Systems in Q4 2023 and held it in 2 quarters.
  • Caldwell Investment Management's Advanced Drainage Systems position peaked at $1.17M in Q1 2024.
  • 500 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2024.

Based on Caldwell Investment Management's 13F filing for Q2 2024, filed 22 Jul 2024.