DLCIG
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D.L. Carlson Investment Group’s Wayfair W Stock Holding History

D.L. Carlson Investment Group’s Portfolio W Stock Details W Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-11,721
Closed -$3.41M – 153
2020
Q3 		$3.41M Buy
+11,721
New +$3.21M 0.72% 54

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

D.L. Carlson Investment Group's W Position: Q4 2020 in Review

D.L. Carlson Investment Group sold out of Wayfair (W) in Q4 2020, closing a stake of 11,721 shares — an estimated $3.41M sold.

D.L. Carlson Investment Group first reported a position in W in Q3 2020 and held it in 1 quarter. The position peaked at $3.41M in Q3 2020. 407 funds tracked by Wall St. Rank hold W as of Q4 2020.

  • D.L. Carlson Investment Group reported no remaining Wayfair position as of Q4 2020 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 11,721 Wayfair shares in Q4 2020, an estimated $3.41M.
  • D.L. Carlson Investment Group first reported a position in Wayfair in Q3 2020 and held it in 1 quarter.
  • D.L. Carlson Investment Group's Wayfair position peaked at $3.41M in Q3 2020.
  • 407 funds tracked by Wall St. Rank held Wayfair as of Q4 2020.

Based on D.L. Carlson Investment Group's 13F filing for Q4 2020, filed 9 Feb 2021.