EARNEST Partners’s Williams-Sonoma WSM Stock Holding History

EARNEST 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
2023 Q4	–	Sell	-82	Closed	-$6.37K	–	1102
2023 Q3	$6.37K	Hold	82	–	–	﹤0.01%	733
2023 Q2	$5.13K	Hold	82	–	–	﹤0.01%	795
2023 Q1	$4.99K	Hold	82	–	–	﹤0.01%	792
2022 Q4	$4.71K	Hold	82	–	–	﹤0.01%	803
2022 Q3	$5K	Hold	82	–	–	﹤0.01%	788
2022 Q2	$5K	Hold	82	–	–	﹤0.01%	815
2022 Q1	$6K	Hold	82	–	–	﹤0.01%	810
2021 Q4	$7K	Hold	82	–	–	﹤0.01%	788
2021 Q3	$7K	Hold	82	–	–	﹤0.01%	772
2021 Q2	$7K	Hold	82	–	–	﹤0.01%	776
2021 Q1	$7K	Hold	82	–	–	﹤0.01%	750
2020 Q4	$4K	Hold	82	–	–	﹤0.01%	902
2020 Q3	$4K	Hold	82	–	–	﹤0.01%	854
2020 Q2	$3K	Hold	82	–	–	﹤0.01%	897
2020 Q1	$2K	Hold	82	–	–	﹤0.01%	929
2019 Q4	$3K	Hold	82	–	–	﹤0.01%	963
2019 Q3	$3K	Hold	82	–	–	﹤0.01%	935
2019 Q2	$3K	Hold	82	–	–	﹤0.01%	951
2019 Q1	$2K	Hold	82	–	–	﹤0.01%	1048
2018 Q4	$2K	Hold	82	–	–	﹤0.01%	1015
2018 Q3	$3K	Hold	82	–	–	﹤0.01%	973
2018 Q2	$3K	Hold	82	–	–	﹤0.01%	975
2018 Q1	$2K	Hold	82	–	–	﹤0.01%	1032
2017 Q4	$2K	Buy	+82	New	+$2.09K	﹤0.01%	1031
2017 Q1	–	Sell	-82	Closed	-$2K	–	914
2016 Q4	$2K	Buy	+82	New	+$2.09K	﹤0.01%	975

Other funds holding WSM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

LGP

Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EARNEST Partners's WSM Position: Q4 2023 in Review

EARNEST Partners sold out of Williams-Sonoma (WSM) in Q4 2023, closing a stake of 82 shares — an estimated $6.37K sold.

EARNEST Partners first reported a position in WSM in Q4 2016 and held it in 25 quarters. The position peaked at $7K in Q4 2021. 679 funds tracked by Wall St. Rank hold WSM as of Q4 2023.

EARNEST Partners reported no remaining Williams-Sonoma position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 82 Williams-Sonoma shares in Q4 2023, an estimated $6.37K.
EARNEST Partners first reported a position in Williams-Sonoma in Q4 2016 and held it in 25 quarters.
EARNEST Partners's Williams-Sonoma position peaked at $7K in Q4 2021.
679 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.