Equitable Trust’s WD-40 WDFC Stock Holding History

Equitable Trust’s Portfolio WDFC Stock Details WDFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-841	Closed	-$223K	–	378
2020 Q4	$223K	Buy	+841	New	+$204K	0.02%	335

Other funds holding WDFC

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Equitable Trust's WDFC Position: Q1 2021 in Review

Equitable Trust sold out of WD-40 (WDFC) in Q1 2021, closing a stake of 841 shares — an estimated $223K sold.

Equitable Trust first reported a position in WDFC in Q4 2020 and held it in 1 quarter. The position peaked at $223K in Q4 2020. 317 funds tracked by Wall St. Rank hold WDFC as of Q1 2021.

Equitable Trust reported no remaining WD-40 position as of Q1 2021 after selling out during the quarter.
Equitable Trust sold 841 WD-40 shares in Q1 2021, an estimated $223K.
Equitable Trust first reported a position in WD-40 in Q4 2020 and held it in 1 quarter.
Equitable Trust's WD-40 position peaked at $223K in Q4 2020.
317 funds tracked by Wall St. Rank held WD-40 as of Q1 2021.

Based on Equitable Trust's 13F filing for Q1 2021, filed 14 May 2021.