Francois Rochon’s Wayfair W Stock Holding History

Francois Rochon’s Portfolio W Stock Details W Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-5,602	Closed	-$1.06M	–	65
2021 Q4	$1.06M	Buy	5,602 +163	+3%	+$38.5K	0.06%	44
2021 Q3	$1.39M	Buy	+5,439	New	+$1.53M	0.08%	39
2021 Q1	–	Sell	-1,525	Closed	-$344K	–	54
2020 Q4	$344K	Sell	1,525 -2,806	-65%	-$745K	0.03%	48
2020 Q3	$1.26M	Buy	4,331 +813	+23%	+$222K	0.12%	38
2020 Q2	$695K	Buy	+3,518	New	+$526K	0.07%	40

Other funds holding W

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

PGP

Prescott General Partners Boca Raton, Florida $1.96B AUM 58.65% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

Francois Rochon's W Position: Q1 2022 in Review

Francois Rochon sold out of Wayfair (W) in Q1 2022, closing a stake of 5,602 shares — an estimated $1.06M sold.

Francois Rochon first reported a position in W in Q2 2020 and held it in 5 quarters. The position peaked at $1.39M in Q3 2021. 368 funds tracked by Wall St. Rank hold W as of Q1 2022.

Francois Rochon reported no remaining Wayfair position as of Q1 2022 after selling out during the quarter.
Francois Rochon sold 5,602 Wayfair shares in Q1 2022, an estimated $1.06M.
Francois Rochon first reported a position in Wayfair in Q2 2020 and held it in 5 quarters.
Francois Rochon's Wayfair position peaked at $1.39M in Q3 2021.
368 funds tracked by Wall St. Rank held Wayfair as of Q1 2022.

Based on Giverny Capital's 13F filing for Q1 2022, filed 12 May 2022.