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Ellsworth Advisors’s Advanced Drainage Systems WMS Stock Holding History

Ellsworth Advisors’s Portfolio WMS Stock Details WMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5,245
Closed -$591K – 162
2022
Q1 		$591K Sell
5,245
-835
-14% -$99.1K 0.21% 75
2021
Q4 		$828K Sell
6,080
-191
-3% -$23.5K 0.31% 67
2021
Q3 		$678K Buy
6,271
+200
+3% +$23K 0.31% 68
2021
Q2 		$708K Buy
6,071
+807
+15% +$89.6K 0.35% 67
2021
Q1 		$544K Buy
5,264
+542
+11% +$53K 0.33% 68
2020
Q4 		$395K Buy
4,722
+838
+22% +$59.4K 0.29% 74
2020
Q3 		$243K Buy
+3,884
New +$210K 0.24% 75

Other funds holding WMS

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Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BP
Berkshire Partners Boston, Massachusetts $5.53M AUM 55.51% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return