EI
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Ellevest Inc’s WillScot Mobile Mini Holdings WSC Stock Holding History

Ellevest Inc’s Portfolio WSC Stock Details WSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,279
Closed -$344K – 416
2023
Q3 		$344K Buy
8,279
+185
+2% +$8.14K 0.03% 233
2023
Q2 		$387K Sell
8,094
-1,062
-12% -$47.5K 0.03% 217
2023
Q1 		$429K Buy
9,156
+931
+11% +$44.8K 0.03% 167
2022
Q4 		$372K Buy
8,225
+1,431
+21% +$64.2K 0.03% 185
2022
Q3 		$274K Buy
6,794
+1,488
+28% +$58K 0.03% 204
2022
Q2 		$172K Buy
5,306
+2,080
+64% +$73.6K 0.02% 311
2022
Q1 		$126K Buy
3,226
+1,046
+48% +$39.3K 0.01% 376
2021
Q4 		$89K Buy
2,180
+2,126
+3,937% +$78.5K 0.01% 414
2021
Q3 		$2K Buy
+54
New +$1.56K ﹤0.01% 1191

Other funds holding WSC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return