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Great Diamond Partners’s West Pharmaceutical WST Stock Holding History

Great Diamond Partners’s Portfolio WST Stock Details WST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-674
Closed -$253K – 240
2023
Q3 		$253K Sell
674
-246
-27% -$95.1K 0.07% 194
2023
Q2 		$352K Sell
920
-33
-3% -$11.8K 0.09% 161
2023
Q1 		$330K Buy
+953
New +$278K 0.1% 155

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Great Diamond Partners's WST Position: Q4 2023 in Review

Great Diamond Partners sold out of West Pharmaceutical (WST) in Q4 2023, closing a stake of 674 shares — an estimated $253K sold.

Great Diamond Partners first reported a position in WST in Q1 2023 and held it in 3 quarters. The position peaked at $352K in Q2 2023. 782 funds tracked by Wall St. Rank hold WST as of Q4 2023.

  • Great Diamond Partners reported no remaining West Pharmaceutical position as of Q4 2023 after selling out during the quarter.
  • Great Diamond Partners sold 674 West Pharmaceutical shares in Q4 2023, an estimated $253K.
  • Great Diamond Partners first reported a position in West Pharmaceutical in Q1 2023 and held it in 3 quarters.
  • Great Diamond Partners's West Pharmaceutical position peaked at $352K in Q2 2023.
  • 782 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2023.

Based on Great Diamond Partners's 13F filing for Q4 2023, filed 7 Feb 2024.