De Burlo Group’s John Wiley & Sons Class A WLY Stock Holding History

De Burlo Group’s Portfolio WLY Stock Details WLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-2,380	Closed	-$89.4K	–	183
2022 Q3	$89.4K	Buy	+2,380	New	+$113K	0.02%	91
2022 Q2	–	Sell	-2,380	Closed	-$126K	–	198
2022 Q1	$126K	Buy	+2,380	New	+$125K	0.02%	89

Other funds holding WLY

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

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

De Burlo Group's WLY Position: Q4 2022 in Review

De Burlo Group sold out of John Wiley & Sons Class A (WLY) in Q4 2022, closing a stake of 2,380 shares — an estimated $89.4K sold.

De Burlo Group first reported a position in WLY in Q1 2022 and held it in 2 quarters. The position peaked at $126K in Q1 2022. 222 funds tracked by Wall St. Rank hold WLY as of Q4 2022.

De Burlo Group reported no remaining John Wiley & Sons Class A position as of Q4 2022 after selling out during the quarter.
De Burlo Group sold 2,380 John Wiley & Sons Class A shares in Q4 2022, an estimated $89.4K.
De Burlo Group first reported a position in John Wiley & Sons Class A in Q1 2022 and held it in 2 quarters.
De Burlo Group's John Wiley & Sons Class A position peaked at $126K in Q1 2022.
222 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2022.

Based on De Burlo Group's 13F filing for Q4 2022, filed 14 Feb 2023.