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Everett Harris & Co’s WD-40 WDFC Stock Holding History

Everett Harris & Co’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
2023
Q4 		– Sell
-4,000
Closed -$813K – 273
2023
Q3 		$813K Hold
4,000
– – 0.01% 141
2023
Q2 		$755K Sell
4,000
-2,000
-33% -$378K 0.01% 146
2023
Q1 		$1.07M Buy
+6,000
New +$1.04M 0.02% 130

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Everett Harris & Co's WDFC Position: Q4 2023 in Review

Everett Harris & Co sold out of WD-40 (WDFC) in Q4 2023, closing a stake of 4,000 shares — an estimated $813K sold.

Everett Harris & Co first reported a position in WDFC in Q1 2023 and held it in 3 quarters. The position peaked at $1.07M in Q1 2023. 345 funds tracked by Wall St. Rank hold WDFC as of Q4 2023.

  • Everett Harris & Co reported no remaining WD-40 position as of Q4 2023 after selling out during the quarter.
  • Everett Harris & Co sold 4,000 WD-40 shares in Q4 2023, an estimated $813K.
  • Everett Harris & Co first reported a position in WD-40 in Q1 2023 and held it in 3 quarters.
  • Everett Harris & Co's WD-40 position peaked at $1.07M in Q1 2023.
  • 345 funds tracked by Wall St. Rank held WD-40 as of Q4 2023.

Based on Everett Harris & Co's 13F filing for Q4 2023, filed 18 Jan 2024.