Congress Asset Management’s WD-40 WDFC Stock Holding History

Congress Asset Management’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
2021 Q4	–	Sell	-1,005	Closed	-$233K	–	376
2021 Q3	$233K	Hold	1,005	–	–	﹤0.01%	349
2021 Q2	$258K	Hold	1,005	–	–	﹤0.01%	342
2021 Q1	$308K	Hold	1,005	–	–	﹤0.01%	334
2020 Q4	$267K	Sell	1,005 -7,846	-89%	-$1.9M	﹤0.01%	335
2020 Q3	$1.68M	Sell	8,851 -1,552	-15%	-$305K	0.02%	238
2020 Q2	$2.06M	Buy	10,403 +780	+8%	+$142K	0.02%	230
2020 Q1	$1.93M	Buy	9,623 +8,118	+539%	+$1.53M	0.03%	218
2019 Q4	$292K	Hold	1,505	–	–	﹤0.01%	330
2019 Q3	$276K	Buy	+1,505	New	+$271K	﹤0.01%	332
2018 Q3	–	Sell	-12,075	Closed	-$1.77M	–	379
2018 Q2	$1.77M	Sell	12,075 -285	-2%	-$39.2K	0.02%	278
2018 Q1	$1.63M	Buy	12,360 +232	+2%	+$29.3K	0.02%	287
2017 Q4	$1.43M	Sell	12,128 -215	-2%	-$24.7K	0.02%	287
2017 Q3	$1.38M	Buy	+12,343	New	+$1.33M	0.02%	298

Other funds holding WDFC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Congress Asset Management's WDFC Position: Q4 2021 in Review

Congress Asset Management sold out of WD-40 (WDFC) in Q4 2021, closing a stake of 1,005 shares — an estimated $233K sold.

Congress Asset Management first reported a position in WDFC in Q3 2017 and held it in 13 quarters. The position peaked at $2.06M in Q2 2020. 307 funds tracked by Wall St. Rank hold WDFC as of Q4 2021.

Congress Asset Management reported no remaining WD-40 position as of Q4 2021 after selling out during the quarter.
Congress Asset Management sold 1,005 WD-40 shares in Q4 2021, an estimated $233K.
Congress Asset Management first reported a position in WD-40 in Q3 2017 and held it in 13 quarters.
Congress Asset Management's WD-40 position peaked at $2.06M in Q2 2020.
307 funds tracked by Wall St. Rank held WD-40 as of Q4 2021.

Based on Congress Asset Management's 13F filing for Q4 2021, filed 28 Jan 2022.