Capricorn Fund Managers’s WPP WPP Stock Holding History

Capricorn Fund Managers’s Portfolio WPP Stock Details WPP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,658	Closed	-$557K	–	93
2023 Q2	$557K	Buy	10,658 +2,440	+30%	+$137K	0.2%	53
2023 Q1	$480K	Hold	8,218	–	–	0.15%	88
2022 Q4	$404K	Buy	+8,218	New	+$391K	0.1%	81
2022 Q3	–	Sell	-11,581	Closed	-$586K	–	121
2022 Q2	$586K	Buy	11,581 +1,528	+15%	+$89.7K	0.11%	88
2022 Q1	$658K	Buy	+10,053	New	+$749K	0.16%	78

Other funds holding WPP

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Capricorn Fund Managers's WPP Position: Q3 2023 in Review

Capricorn Fund Managers sold out of WPP (WPP) in Q3 2023, closing a stake of 10,658 shares — an estimated $557K sold.

Capricorn Fund Managers first reported a position in WPP in Q1 2022 and held it in 5 quarters. The position peaked at $658K in Q1 2022. 168 funds tracked by Wall St. Rank hold WPP as of Q3 2023.

Capricorn Fund Managers reported no remaining WPP position as of Q3 2023 after selling out during the quarter.
Capricorn Fund Managers sold 10,658 WPP shares in Q3 2023, an estimated $557K.
Capricorn Fund Managers first reported a position in WPP in Q1 2022 and held it in 5 quarters.
Capricorn Fund Managers's WPP position peaked at $658K in Q1 2022.
168 funds tracked by Wall St. Rank held WPP as of Q3 2023.

Based on Capricorn Fund Managers's 13F filing for Q3 2023, filed 11 Oct 2023.