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Clinton Group’s Williams-Sonoma WSM Stock Holding History

Clinton Group’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-63,884
Closed -$1.55M – 625
2017
Q2 		$1.55M Buy
63,884
+50,952
+394% +$1.3M 0.16% 205
2017
Q1 		$347K Sell
12,932
-80,252
-86% -$1.96M 0.02% 731
2016
Q4 		$2.25M Buy
+93,184
New +$2.37M 0.13% 220
2016
Q2 		– Sell
-88,454
Closed -$2.42M – 1063
2016
Q1 		$2.42M Buy
88,454
+63,348
+252% +$1.72M 0.15% 204
2015
Q4 		$733K Buy
+25,106
New +$860K 0.06% 428
2015
Q3 		– Sell
-10,706
Closed -$440K – 851
2015
Q2 		$440K Buy
+10,706
New +$419K 0.06% 396
2015
Q1 		– Sell
-12,822
Closed -$485K – 622
2014
Q4 		$485K Buy
+12,822
New +$445K 0.15% 243

Other funds holding WSM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return