DCM
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Donaldson Capital Management’s Wyndham Hotels & Resorts WH Stock Holding History

Donaldson Capital Management’s Portfolio WH Stock Details WH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,250
Closed -$236K – 203
2018
Q3 		$236K Sell
4,250
-29,843
-88% -$1.71M 0.02% 179
2018
Q2 		$2.01M Buy
+34,093
New +$2.1M 0.2% 58

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Donaldson Capital Management's WH Position: Q4 2018 in Review

Donaldson Capital Management sold out of Wyndham Hotels & Resorts (WH) in Q4 2018, closing a stake of 4,250 shares — an estimated $236K sold.

Donaldson Capital Management first reported a position in WH in Q2 2018 and held it in 2 quarters. The position peaked at $2.01M in Q2 2018. 421 funds tracked by Wall St. Rank hold WH as of Q4 2018.

  • Donaldson Capital Management reported no remaining Wyndham Hotels & Resorts position as of Q4 2018 after selling out during the quarter.
  • Donaldson Capital Management sold 4,250 Wyndham Hotels & Resorts shares in Q4 2018, an estimated $236K.
  • Donaldson Capital Management first reported a position in Wyndham Hotels & Resorts in Q2 2018 and held it in 2 quarters.
  • Donaldson Capital Management's Wyndham Hotels & Resorts position peaked at $2.01M in Q2 2018.
  • 421 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q4 2018.

Based on Donaldson Capital Management's 13F filing for Q4 2018, filed 8 Feb 2019.