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Champlain Investment Partners’s John Wiley & Sons Class A WLY Stock Holding History

Champlain Investment Partners’s Portfolio WLY Stock Details WLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,002,675
Closed -$74.4M – 127
2023
Q3 		$74.4M Sell
2,002,675
-2,215
-0.1% -$78.6K 0.48% 85
2023
Q2 		$68.2M Sell
2,004,890
-92,855
-4% -$3.38M 0.42% 90
2023
Q1 		$81.3M Sell
2,097,745
-39,865
-2% -$1.7M 0.51% 84
2022
Q4 		$85.6M Sell
2,137,610
-66,615
-3% -$2.79M 0.55% 83
2022
Q3 		$82.8M Sell
2,204,225
-30,835
-1% -$1.47M 0.57% 78
2022
Q2 		$107M Sell
2,235,060
-65,375
-3% -$3.34M 0.69% 63
2022
Q1 		$122M Sell
2,300,435
-121,960
-5% -$6.41M 0.63% 72
2021
Q4 		$139M Buy
2,422,395
+5,655
+0.2% +$306K 0.63% 72
2021
Q3 		$126M Buy
2,416,740
+30,055
+1% +$1.72M 0.6% 72
2021
Q2 		$144M Sell
2,386,685
-10,460
-0.4% -$622K 0.68% 63
2021
Q1 		$130M Buy
2,397,145
+48,870
+2% +$2.49M 0.68% 68
2020
Q4 		$107M Sell
2,348,275
-1,139,529
-33% -$41.3M 0.62% 71
2020
Q3 		$111M Sell
3,487,804
-873,137
-20% -$29.6M 0.75% 56
2020
Q2 		$170M Sell
4,360,941
-27,349
-0.6% -$1.04M 1.22% 31
2020
Q1 		$165M Buy
4,388,290
+33,535
+0.8% +$1.41M 1.48% 23
2019
Q4 		$211M Buy
4,354,755
+217,915
+5% +$10.1M 1.54% 12
2019
Q3 		$182M Buy
4,136,840
+92,715
+2% +$4.14M 1.5% 18
2019
Q2 		$185M Buy
4,044,125
+128,045
+3% +$5.82M 1.56% 13
2019
Q1 		$173M Buy
3,916,080
+74,635
+2% +$3.66M 1.51% 15
2018
Q4 		$180M Buy
3,841,445
+154,715
+4% +$8.33M 1.83% 6
2018
Q3 		$223M Buy
3,686,730
+307,040
+9% +$19.1M 1.98% 5
2018
Q2 		$211M Buy
3,379,690
+52,625
+2% +$3.49M 2.04% 4
2018
Q1 		$212M Sell
3,327,065
-89,685
-3% -$5.81M 2.29% 2
2017
Q4 		$225M Sell
3,416,750
-6,775
-0.2% -$392K 2.54% 2
2017
Q3 		$183M Buy
3,423,525
+156,412
+5% +$8.39M 2.16% 5
2017
Q2 		$172M Buy
3,267,113
+112,748
+4% +$5.9M 2.11% 7
2017
Q1 		$170M Buy
3,154,365
+475,800
+18% +$25.8M 2.23% 6
2016
Q4 		$146M Buy
2,678,565
+124,245
+5% +$6.62M 2.02% 8
2016
Q3 		$132M Buy
2,554,320
+196,100
+8% +$10.7M 2% 7
2016
Q2 		$123M Buy
2,358,220
+11,085
+0.5% +$560K 2.12% 7
2016
Q1 		$115M Sell
2,347,135
-155,310
-6% -$6.78M 2.08% 7
2015
Q4 		$113M Buy
2,502,445
+9,344
+0.4% +$463K 1.92% 8
2015
Q3 		$125M Buy
2,493,101
+524,511
+27% +$27.3M 2.18% 4
2015
Q2 		$107M Buy
1,968,590
+473,345
+32% +$27.5M 1.69% 8
2015
Q1 		$91.4M Buy
1,495,245
+98,430
+7% +$6.04M 1.56% 13
2014
Q4 		$82.7M Buy
1,396,815
+174,445
+14% +$10M 1.32% 19
2014
Q3 		$68.6M Sell
1,222,370
-300,730
-20% -$17.9M 1.19% 18
2014
Q2 		$92.3M Sell
1,523,100
-48,005
-3% -$2.73M 1.51% 12
2014
Q1 		$90.6M Buy
1,571,105
+1,440
+0.1% +$80K 1.56% 11
2013
Q4 		$86.6M Sell
1,569,665
-25,370
-2% -$1.28M 1.53% 12
2013
Q3 		$76.1M Sell
1,595,035
-25,985
-2% -$1.16M 1.44% 17
2013
Q2 		$65M Buy
+1,621,020
New +$63M 1.31% 18

Other funds holding WLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Champlain Investment Partners's WLY Position: Q4 2023 in Review

Champlain Investment Partners sold out of John Wiley & Sons Class A (WLY) in Q4 2023, closing a stake of 2,002,675 shares — an estimated $74.4M sold.

Champlain Investment Partners first reported a position in WLY in Q2 2013 and held it in 42 quarters. The position peaked at $225M in Q4 2017. 236 funds tracked by Wall St. Rank hold WLY as of Q4 2023.

  • Champlain Investment Partners reported no remaining John Wiley & Sons Class A position as of Q4 2023 after selling out during the quarter.
  • Champlain Investment Partners sold 2,002,675 John Wiley & Sons Class A shares in Q4 2023, an estimated $74.4M.
  • Champlain Investment Partners first reported a position in John Wiley & Sons Class A in Q2 2013 and held it in 42 quarters.
  • Champlain Investment Partners's John Wiley & Sons Class A position peaked at $225M in Q4 2017.
  • 236 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2023.

Based on Champlain Investment Partners's 13F filing for Q4 2023, filed 13 Feb 2024.