Credit Suisse’s Williams-Sonoma WSM Stock Holding History

Credit Suisse’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
2020 Q4	–	Sell	-24,000	Closed	-$1.08M	–	4459
2020 Q3	$1.08M	Hold	24,000	–	–	﹤0.01%	2865
2020 Q2	$984K	Buy	+24,000	New	+$816K	﹤0.01%	2918
2019 Q2	–	Sell	-19,000	Closed	-$535K	–	4252
2019 Q1	$535K	Sell	19,000 -221,000	-92%	-$6.1M	﹤0.01%	3287
2018 Q4	$6.05M	Buy	+240,000	New	+$6.86M	0.01%	1461
2018 Q3	–	Sell	-63,000	Closed	-$1.93M	–	4015
2018 Q2	$1.93M	Buy	+63,000	New	+$1.69M	﹤0.01%	2490

Other funds holding WSM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

LGP

Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Credit Suisse's WSM Position: Q1 2024 in Review

Credit Suisse reduced its Williams-Sonoma (WSM) stake by 47% in Q1 2024, selling an estimated $10.6M and leaving 101,326 shares worth $16.1M. The position accounts for 0.02% of the portfolio, ranked #708.

Credit Suisse first reported a position in WSM in Q2 2013 and has held it in 44 quarters since. The position peaked at $29.2M in Q2 2014. 808 funds tracked by Wall St. Rank hold WSM as of Q1 2024.

Credit Suisse held 101,326 shares of Williams-Sonoma worth $16.1M as of Q1 2024.
Credit Suisse sold 91,066 Williams-Sonoma shares in Q1 2024, an estimated $10.6M.
Williams-Sonoma made up 0.02% of Credit Suisse's portfolio in Q1 2024, its #708 holding.
Credit Suisse first reported a position in Williams-Sonoma in Q2 2013 and has held it in 44 quarters since.
Credit Suisse's Williams-Sonoma position peaked at $29.2M in Q2 2014.
808 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.