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Handelsinvest Investeringsforvaltning’s Williams-Sonoma WSM Stock Holding History

Handelsinvest Investeringsforvaltning’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$445K Sell
2,800
-1,454
-34% -$169K 0.21% 96
2023
Q4 		$429K Buy
+4,254
New +$368K 0.18% 168

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Handelsinvest Investeringsforvaltning's WSM Position: Q1 2024 in Review

Handelsinvest Investeringsforvaltning reduced its Williams-Sonoma (WSM) stake by 34% in Q1 2024, selling an estimated $169K and leaving 2,800 shares worth $445K. The position accounts for 0.21% of the portfolio, ranked #96.

Handelsinvest Investeringsforvaltning first reported a position in WSM in Q4 2023 and has held it in 2 quarters since. 810 funds tracked by Wall St. Rank hold WSM as of Q1 2024.

  • Handelsinvest Investeringsforvaltning held 2,800 shares of Williams-Sonoma worth $445K as of Q1 2024.
  • Handelsinvest Investeringsforvaltning sold 1,454 Williams-Sonoma shares in Q1 2024, an estimated $169K.
  • Williams-Sonoma made up 0.21% of Handelsinvest Investeringsforvaltning's portfolio in Q1 2024, its #96 holding.
  • Handelsinvest Investeringsforvaltning first reported a position in Williams-Sonoma in Q4 2023 and has held it in 2 quarters since.
  • 810 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2024.

Based on Handelsinvest Investeringsforvaltning's 13F filing for Q1 2024, filed 19 Apr 2024.