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Clean Yield Group’s John Wiley & Sons Class A WLY Stock Holding History

Clean Yield Group’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
2024
Q2 		– Sell
-180
Closed -$6.86K – 402
2024
Q1 		$6.86K Sell
180
-13
-7% -$445 ﹤0.01% 333
2023
Q4 		$6.13K Sell
193
-780
-80% -$24.4K ﹤0.01% 331
2023
Q3 		$30K Sell
973
-111,586
-99% -$3.96M 0.01% 260
2023
Q2 		$3.83M Buy
112,559
+39,196
+53% +$1.43M 1.58% 19
2023
Q1 		$2.84M Buy
73,363
+21,321
+41% +$909K 1.21% 26
2022
Q4 		$2.08M Buy
52,042
+44,592
+599% +$1.87M 0.9% 34
2022
Q3 		$280K Sell
7,450
-2,315
-24% -$110K 0.13% 108
2022
Q2 		$466K Sell
9,765
-5,325
-35% -$272K 0.19% 82
2022
Q1 		$800K Sell
15,090
-13,755
-48% -$722K 0.28% 74
2021
Q4 		$1.65M Hold
28,845
– – 0.53% 50
2021
Q3 		$1.51M Sell
28,845
-485
-2% -$27.8K 0.49% 55
2021
Q2 		$1.76M Sell
29,330
-830
-3% -$49.4K 0.6% 45
2021
Q1 		$1.64M Sell
30,160
-12,200
-29% -$621K 0.62% 44
2020
Q4 		$1.93M Buy
+42,360
New +$1.53M 0.7% 41
2020
Q3 		– Sell
-400
Closed -$16K – 381
2020
Q2 		$16K Sell
400
-1,608
-80% -$61.4K 0.01% 279
2020
Q1 		$75K Sell
2,008
-3,750
-65% -$157K 0.04% 169
2019
Q4 		$279K Buy
5,758
+372
+7% +$17.3K 0.09% 127
2019
Q3 		$237K Sell
5,386
-4,710
-47% -$210K 0.08% 130
2019
Q2 		$463K Sell
10,096
-5,950
-37% -$271K 0.17% 85
2019
Q1 		$710K Sell
16,046
-14,675
-48% -$720K 0.29% 67
2018
Q4 		$1.44M Sell
30,721
-1,840
-6% -$99K 0.63% 52
2018
Q3 		$1.97M Sell
32,561
-715
-2% -$44.5K 0.79% 49
2018
Q2 		$2.08M Sell
33,276
-984
-3% -$65.3K 0.86% 45
2018
Q1 		$2.18M Sell
34,260
-19,575
-36% -$1.27M 0.92% 44
2017
Q4 		$3.54M Sell
53,835
-11,360
-17% -$657K 1.4% 26
2017
Q3 		$3.49M Sell
65,195
-6,685
-9% -$359K 1.42% 26
2017
Q2 		$3.83M Sell
71,880
-12,688
-15% -$663K 1.6% 18
2017
Q1 		$4.55M Sell
84,568
-10,490
-11% -$570K 1.92% 12
2016
Q4 		$5.18M Sell
95,058
-8,035
-8% -$428K 2.34% 7
2016
Q3 		$5.32M Sell
103,093
-8,429
-8% -$462K 2.31% 6
2016
Q2 		$5.82M Buy
111,522
+720
+0.6% +$36.4K 2.5% 7
2016
Q1 		$5.33M Buy
110,802
+1,202
+1% +$52.5K 2.37% 7
2015
Q4 		$4.55M Buy
109,600
+10,176
+10% +$504K 2.24% 9
2015
Q3 		$5.17M Buy
99,424
+12,847
+15% +$668K 2.44% 6
2015
Q2 		$4.71M Sell
86,577
-4,225
-5% -$245K 2.16% 7
2015
Q1 		$5.55M Sell
90,802
-1,575
-2% -$96.7K 2.38% 5
2014
Q4 		$5.47M Buy
92,377
+700
+0.8% +$40.3K 2.46% 6
2014
Q3 		$5.14M Sell
91,677
-425
-0.5% -$25.3K 2.47% 6
2014
Q2 		$5.58M Sell
92,102
-713
-0.8% -$40.5K 2.76% 4
2014
Q1 		$5.35M Sell
92,815
-575
-0.6% -$32K 2.77% 4
2013
Q4 		$5.16M Hold
93,390
– – 2.76% 4
2013
Q3 		$4.45M Buy
93,390
+166
+0.2% +$7.43K 2.41% 7
2013
Q2 		$3.74M Buy
+93,224
New +$3.62M 2.14% 9

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Clean Yield Group's WLY Position: Q2 2024 in Review

Clean Yield Group sold out of John Wiley & Sons Class A (WLY) in Q2 2024, closing a stake of 180 shares — an estimated $6.86K sold.

Clean Yield Group first reported a position in WLY in Q2 2013 and held it in 43 quarters. The position peaked at $5.82M in Q2 2016. 241 funds tracked by Wall St. Rank hold WLY as of Q2 2024.

  • Clean Yield Group reported no remaining John Wiley & Sons Class A position as of Q2 2024 after selling out during the quarter.
  • Clean Yield Group sold 180 John Wiley & Sons Class A shares in Q2 2024, an estimated $6.86K.
  • Clean Yield Group first reported a position in John Wiley & Sons Class A in Q2 2013 and held it in 43 quarters.
  • Clean Yield Group's John Wiley & Sons Class A position peaked at $5.82M in Q2 2016.
  • 241 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2024.

Based on Clean Yield Group's 13F filing for Q2 2024, filed 10 Jul 2024.