Desjardins Global Asset Management’s Williams-Sonoma WSM Stock Holding History

Desjardins Global Asset 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
2023 Q4	$27.8K	Buy	276 +6	+2%	+$519	﹤0.01%	578
2023 Q3	$21K	Sell	270 -38	-12%	-$2.62K	﹤0.01%	605
2023 Q2	$19.3K	Buy	308 +6	+2%	+$358	﹤0.01%	572
2023 Q1	$18K	Buy	302 +8	+3%	+$500	﹤0.01%	574
2022 Q4	$16K	Sell	294 -44	-13%	-$2.64K	﹤0.01%	472
2022 Q3	$19K	Sell	338 -2	-0.6%	-$142	﹤0.01%	461
2022 Q2	$18K	Buy	+340	New	+$22K	﹤0.01%	465

Other funds holding WSM

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

BlackRock New York $5.72T AUM 30.48% 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

LGP

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Desjardins Global Asset Management's WSM Position: Q4 2023 in Review

Desjardins Global Asset Management increased its Williams-Sonoma (WSM) stake by 2.2% in Q4 2023, buying an estimated $519 and bringing the position to 276 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Desjardins Global Asset Management first reported a position in WSM in Q2 2022 and has held it in 7 quarters since. 677 funds tracked by Wall St. Rank hold WSM as of Q4 2023.

Desjardins Global Asset Management held 276 shares of Williams-Sonoma worth $27.8K as of Q4 2023.
Desjardins Global Asset Management bought 6 Williams-Sonoma shares in Q4 2023, an estimated $519.
Williams-Sonoma made up ﹤0.01% of Desjardins Global Asset Management's portfolio in Q4 2023, its #578 holding.
Desjardins Global Asset Management first reported a position in Williams-Sonoma in Q2 2022 and has held it in 7 quarters since.
677 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.