De Burlo Group’s John Wiley & Sons Class B WLYB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,920	Closed	-$73.4K	–	184
2022 Q3	$73.4K	Buy	+1,920	New	+$84.5K	0.02%	97
2022 Q2	–	Sell	-1,920	Closed	-$102K	–	199
2022 Q1	$102K	Buy	+1,920	New	+$102K	0.02%	96

Other funds holding WLYB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CSC

Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return

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

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

De Burlo Group sold out of John Wiley & Sons Class B (WLYB) in Q4 2022, closing a stake of 1,920 shares — an estimated $73.4K sold.

De Burlo Group first reported a position in WLYB in Q1 2022 and held it in 2 quarters. The position peaked at $102K in Q1 2022. 12 funds tracked by Wall St. Rank hold WLYB as of Q4 2022.

De Burlo Group reported no remaining John Wiley & Sons Class B position as of Q4 2022 after selling out during the quarter.
De Burlo Group sold 1,920 John Wiley & Sons Class B shares in Q4 2022, an estimated $73.4K.
De Burlo Group first reported a position in John Wiley & Sons Class B in Q1 2022 and held it in 2 quarters.
De Burlo Group's John Wiley & Sons Class B position peaked at $102K in Q1 2022.
12 funds tracked by Wall St. Rank held John Wiley & Sons Class B as of Q4 2022.

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