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Clean Yield Group’s WD-40 WDFC Stock Holding History

Clean Yield Group’s Portfolio WDFC Stock Details WDFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-12
Closed -$3K – 504
2021
Q4 		$3K Hold
12
– – ﹤0.01% 429
2021
Q3 		$3K Hold
12
– – ﹤0.01% 456
2021
Q2 		$3K Buy
+12
New +$3.07K ﹤0.01% 435
2021
Q1 		– Sell
-12
Closed -$3K – 376
2020
Q4 		$3K Sell
12
-12
-50% -$2.9K ﹤0.01% 408
2020
Q3 		$5K Buy
+24
New +$4.71K ﹤0.01% 339

Other funds holding WDFC

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Clean Yield Group's WDFC Position: Q1 2022 in Review

Clean Yield Group sold out of WD-40 (WDFC) in Q1 2022, closing a stake of 12 shares — an estimated $3K sold.

Clean Yield Group first reported a position in WDFC in Q3 2020 and held it in 5 quarters. The position peaked at $5K in Q3 2020. 288 funds tracked by Wall St. Rank hold WDFC as of Q1 2022.

  • Clean Yield Group reported no remaining WD-40 position as of Q1 2022 after selling out during the quarter.
  • Clean Yield Group sold 12 WD-40 shares in Q1 2022, an estimated $3K.
  • Clean Yield Group first reported a position in WD-40 in Q3 2020 and held it in 5 quarters.
  • Clean Yield Group's WD-40 position peaked at $5K in Q3 2020.
  • 288 funds tracked by Wall St. Rank held WD-40 as of Q1 2022.

Based on Clean Yield Group's 13F filing for Q1 2022, filed 25 Apr 2022.