Eaton Vance Management’s John Wiley & Sons Class A WLY Stock Holding History

Eaton Vance Management’s Portfolio WLY Stock Details WLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$2.24M	Hold	59,584	–	–	﹤0.01%	1021
2022 Q2	$2.85M	Sell	59,584 -1,788	-3%	-$91.4K	﹤0.01%	968
2022 Q1	$3.25M	Sell	61,372 -1,431	-2%	-$75.2K	﹤0.01%	1019
2021 Q4	$3.6M	Buy	62,803 +1,546	+3%	+$83.6K	﹤0.01%	867
2021 Q3	$3.11M	Sell	61,257 -342	-0.6%	-$19.6K	﹤0.01%	832
2021 Q2	$3.71M	Buy	61,599 +1,600	+3%	+$95.2K	0.01%	858
2021 Q1	$3.25M	Buy	59,999 +372	+0.6%	+$18.9K	﹤0.01%	855
2020 Q4	$2.72M	Hold	59,627	–	–	﹤0.01%	859
2020 Q3	$1.89M	Hold	59,627	–	–	﹤0.01%	850
2020 Q2	$2.33M	Hold	59,627	–	–	﹤0.01%	779
2020 Q1	$2.23M	Hold	59,627	–	–	0.01%	743
2019 Q4	$2.89M	Hold	59,627	–	–	0.01%	755
2019 Q3	$2.62M	Hold	59,627	–	–	0.01%	757
2019 Q2	$2.73M	Buy	+59,627	New	+$2.71M	0.01%	729

Other funds holding WLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Eaton Vance Management's WLY Position: Q3 2022 in Review

Eaton Vance Management held its John Wiley & Sons Class A (WLY) position steady in Q3 2022 at 59,584 shares worth $2.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Eaton Vance Management first reported a position in WLY in Q2 2019 and has held it in 14 quarters since. The position peaked at $3.71M in Q2 2021. 228 funds tracked by Wall St. Rank hold WLY as of Q3 2022.

Eaton Vance Management held 59,584 shares of John Wiley & Sons Class A worth $2.24M as of Q3 2022.
Eaton Vance Management left its John Wiley & Sons Class A share count unchanged in Q3 2022.
John Wiley & Sons Class A made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1021 holding.
Eaton Vance Management first reported a position in John Wiley & Sons Class A in Q2 2019 and has held it in 14 quarters since.
Eaton Vance Management's John Wiley & Sons Class A position peaked at $3.71M in Q2 2021.
228 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.