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DSAM Partners’s Williams-Sonoma WSM Stock Holding History

DSAM Partners’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
2018
Q4 		– Sell
-27,966
Closed -$919K – 111
2018
Q3 		$919K Buy
+27,966
New +$887K 0.13% 78
2014
Q2 		– Sell
-15,600
Closed -$520K – 41
2014
Q1 		$520K Buy
+15,600
New +$454K 0.17% 25

Other funds holding WSM

Capital Research Global Investors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
HMP
HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DSAM Partners's WSM Position: Q4 2018 in Review

DSAM Partners sold out of Williams-Sonoma (WSM) in Q4 2018, closing a stake of 27,966 shares — an estimated $919K sold.

DSAM Partners first reported a position in WSM in Q1 2014 and held it in 2 quarters. The position peaked at $919K in Q3 2018. 396 funds tracked by Wall St. Rank hold WSM as of Q4 2018.

  • DSAM Partners reported no remaining Williams-Sonoma position as of Q4 2018 after selling out during the quarter.
  • DSAM Partners sold 27,966 Williams-Sonoma shares in Q4 2018, an estimated $919K.
  • DSAM Partners first reported a position in Williams-Sonoma in Q1 2014 and held it in 2 quarters.
  • DSAM Partners's Williams-Sonoma position peaked at $919K in Q3 2018.
  • 396 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2018.

Based on DSAM Partners's 13F filing for Q4 2018, filed 14 Feb 2019.