Eudaimonia Partners’s Williams Companies WMB Stock Holding History

Eudaimonia Partners’s Portfolio WMB Stock Details WMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-7,775	Closed	-$262K	–	344
2023 Q3	$262K	Sell	7,775 -36	-0.5%	-$1.23K	0.06%	256
2023 Q2	$255K	Buy	7,811 +450	+6%	+$13.5K	0.06%	282
2023 Q1	$220K	Sell	7,361 -319	-4%	-$9.85K	0.05%	307
2022 Q4	$253K	Sell	7,680 -92	-1%	-$3K	0.06%	283
2022 Q3	$223K	Sell	7,772 -274	-3%	-$8.93K	0.06%	288
2022 Q2	$251K	Buy	8,046 +1,936	+32%	+$66.8K	0.05%	324
2022 Q1	$204K	Buy	+6,110	New	+$187K	0.03%	381
2021 Q2	–	Sell	-1,882	Closed	-$45K	–	1373
2021 Q1	$45K	Buy	1,882 +322	+21%	+$7.31K	0.01%	677
2020 Q4	$31K	Hold	1,560	–	–	0.01%	754
2020 Q3	$31K	Buy	+1,560	New	+$31.8K	0.01%	682
2020 Q2	–	Sell	-1,490	Closed	-$21K	–	764
2020 Q1	$21K	Buy	+1,490	New	+$28.9K	0.01%	651

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Eudaimonia Partners's WMB Position: Q4 2023 in Review

Eudaimonia Partners sold out of Williams Companies (WMB) in Q4 2023, closing a stake of 7,775 shares — an estimated $262K sold.

Eudaimonia Partners first reported a position in WMB in Q1 2020 and held it in 11 quarters. The position peaked at $262K in Q3 2023. 1,234 funds tracked by Wall St. Rank hold WMB as of Q4 2023.

Eudaimonia Partners reported no remaining Williams Companies position as of Q4 2023 after selling out during the quarter.
Eudaimonia Partners sold 7,775 Williams Companies shares in Q4 2023, an estimated $262K.
Eudaimonia Partners first reported a position in Williams Companies in Q1 2020 and held it in 11 quarters.
Eudaimonia Partners's Williams Companies position peaked at $262K in Q3 2023.
1,234 funds tracked by Wall St. Rank held Williams Companies as of Q4 2023.

Based on Eudaimonia Partners's 13F filing for Q4 2023, filed 8 Feb 2024.