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Eagle Bay Advisors’s Williams-Sonoma WSM Stock Holding History

Eagle Bay Advisors’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
2025
Q1 		– Sell
-32
Closed -$5.93K – 954
2024
Q4 		$5.93K Buy
+32
New +$5.08K ﹤0.01% 670
2022
Q1 		– Sell
-18
Closed -$2K – 984
2021
Q4 		$2K Sell
18
-38
-68% -$3.54K ﹤0.01% 952
2021
Q3 		$4K Buy
+56
New +$4.74K ﹤0.01% 889

Other funds holding WSM

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Eagle Bay Advisors's WSM Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Williams-Sonoma (WSM) in Q1 2025, closing a stake of 32 shares — an estimated $5.93K sold.

Eagle Bay Advisors first reported a position in WSM in Q3 2021 and held it in 3 quarters. The position peaked at $5.93K in Q4 2024. 902 funds tracked by Wall St. Rank hold WSM as of Q1 2025.

  • Eagle Bay Advisors reported no remaining Williams-Sonoma position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 32 Williams-Sonoma shares in Q1 2025, an estimated $5.93K.
  • Eagle Bay Advisors first reported a position in Williams-Sonoma in Q3 2021 and held it in 3 quarters.
  • Eagle Bay Advisors's Williams-Sonoma position peaked at $5.93K in Q4 2024.
  • 902 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.