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EAM Investors’s Williams-Sonoma WSM Stock Holding History

EAM Investors’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
2020
Q4 		– Sell
-22,120
Closed -$1M – 395
2020
Q3 		$1M Sell
22,120
-16,708
-43% -$742K 0.24% 203
2020
Q2 		$1.59M Buy
+38,828
New +$1.32M 0.35% 140

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

EAM Investors's WSM Position: Q4 2020 in Review

EAM Investors sold out of Williams-Sonoma (WSM) in Q4 2020, closing a stake of 22,120 shares — an estimated $1M sold.

EAM Investors first reported a position in WSM in Q2 2020 and held it in 2 quarters. The position peaked at $1.59M in Q2 2020. 511 funds tracked by Wall St. Rank hold WSM as of Q4 2020.

  • EAM Investors reported no remaining Williams-Sonoma position as of Q4 2020 after selling out during the quarter.
  • EAM Investors sold 22,120 Williams-Sonoma shares in Q4 2020, an estimated $1M.
  • EAM Investors first reported a position in Williams-Sonoma in Q2 2020 and held it in 2 quarters.
  • EAM Investors's Williams-Sonoma position peaked at $1.59M in Q2 2020.
  • 511 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2020.

Based on EAM Investors's 13F filing for Q4 2020, filed 11 Feb 2021.