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 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Ellevest Inc's WSC Position: Q4 2023 in Review

Ellevest Inc sold out of WillScot Mobile Mini Holdings (WSC) in Q4 2023, closing a stake of 8,279 shares — an estimated $344K sold.

Ellevest Inc first reported a position in WSC in Q3 2021 and held it in 9 quarters. The position peaked at $429K in Q1 2023. 419 funds tracked by Wall St. Rank hold WSC as of Q4 2023.

Ellevest Inc reported no remaining WillScot Mobile Mini Holdings position as of Q4 2023 after selling out during the quarter.
Ellevest Inc sold 8,279 WillScot Mobile Mini Holdings shares in Q4 2023, an estimated $344K.
Ellevest Inc first reported a position in WillScot Mobile Mini Holdings in Q3 2021 and held it in 9 quarters.
Ellevest Inc's WillScot Mobile Mini Holdings position peaked at $429K in Q1 2023.
419 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q4 2023.

Based on Ellevest Inc's 13F filing for Q4 2023, filed 6 Feb 2024.