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Ergoteles’s Advanced Drainage Systems WMS Stock Holding History

Ergoteles’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
2023
Q1 		– Sell
-13,772
Closed -$1.13M – 1796
2022
Q4 		$1.13M Buy
13,772
+10,632
+339% +$1.08M 0.04% 428
2022
Q3 		$391K Buy
+3,140
New +$391K 0.01% 860
2021
Q3 		– Sell
-140,275
Closed -$16.4M – 1721
2021
Q2 		$16.4M Buy
+140,275
New +$15.6M 0.37% 48

Other funds holding WMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Ergoteles's WMS Position: Q1 2023 in Review

Ergoteles sold out of Advanced Drainage Systems (WMS) in Q1 2023, closing a stake of 13,772 shares — an estimated $1.13M sold.

Ergoteles first reported a position in WMS in Q2 2021 and held it in 3 quarters. The position peaked at $16.4M in Q2 2021. 351 funds tracked by Wall St. Rank hold WMS as of Q1 2023.

  • Ergoteles reported no remaining Advanced Drainage Systems position as of Q1 2023 after selling out during the quarter.
  • Ergoteles sold 13,772 Advanced Drainage Systems shares in Q1 2023, an estimated $1.13M.
  • Ergoteles first reported a position in Advanced Drainage Systems in Q2 2021 and held it in 3 quarters.
  • Ergoteles's Advanced Drainage Systems position peaked at $16.4M in Q2 2021.
  • 351 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.