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CWH Capital Management’s Williams-Sonoma WSM Stock Holding History

CWH Capital Management’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 		$552K Buy
10,834
+3,180
+42% +$163K 0.23% 69
2020
Q3 		$346K Buy
7,654
+1,822
+31% +$81K 0.16% 49
2020
Q2 		$239K Buy
+5,832
New +$198K 0.12% 49

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HMP
HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

CWH Capital Management's WSM Position: Q4 2020 in Review

CWH Capital Management increased its Williams-Sonoma (WSM) stake by 42% in Q4 2020, buying an estimated $163K and bringing the position to 10,834 shares worth $552K. The position accounts for 0.23% of the portfolio, ranked #69.

CWH Capital Management first reported a position in WSM in Q2 2020 and has held it in 3 quarters since. 511 funds tracked by Wall St. Rank hold WSM as of Q4 2020.

  • CWH Capital Management held 10,834 shares of Williams-Sonoma worth $552K as of Q4 2020.
  • CWH Capital Management bought 3,180 Williams-Sonoma shares in Q4 2020, an estimated $163K.
  • Williams-Sonoma made up 0.23% of CWH Capital Management's portfolio in Q4 2020, its #69 holding.
  • CWH Capital Management first reported a position in Williams-Sonoma in Q2 2020 and has held it in 3 quarters since.
  • 511 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2020.

Based on CWH Capital Management's 13F filing for Q4 2020, filed 2 Feb 2021.