Hanson & Doremus Investment Management’s Williams-Sonoma WSM Stock Holding History

Hanson & Doremus Investment Management’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
2020 Q2	–	Sell	-1,770	Closed	-$38K	–	456
2020 Q1	$38K	Sell	1,770 -470	-21%	-$14.9K	0.01%	291
2019 Q4	$82K	Hold	2,240	–	–	0.02%	244
2019 Q3	$76K	Sell	2,240 -1,072	-32%	-$35.5K	0.02%	249
2019 Q2	$108K	Sell	3,312 -896	-21%	-$25.7K	0.03%	225
2019 Q1	$118K	Sell	4,208 -90	-2%	-$2.48K	0.04%	209
2018 Q4	$108K	Buy	4,298 +264	+7%	+$7.55K	0.04%	207
2018 Q3	$133K	Hold	4,034	–	–	0.04%	206
2018 Q2	$124K	Buy	4,034 +990	+33%	+$26.5K	0.04%	211
2018 Q1	$80K	Hold	3,044	–	–	0.02%	259
2017 Q4	$79K	Buy	3,044 +2,444	+407%	+$62.3K	0.03%	255
2017 Q3	$15K	Buy	+600	New	+$13.9K	0.01%	398

Other funds holding WSM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

HMP

HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Hanson & Doremus Investment Management's WSM Position: Q2 2020 in Review

Hanson & Doremus Investment Management sold out of Williams-Sonoma (WSM) in Q2 2020, closing a stake of 1,770 shares — an estimated $38K sold.

Hanson & Doremus Investment Management first reported a position in WSM in Q3 2017 and held it in 11 quarters. The position peaked at $133K in Q3 2018. 440 funds tracked by Wall St. Rank hold WSM as of Q2 2020.

Hanson & Doremus Investment Management reported no remaining Williams-Sonoma position as of Q2 2020 after selling out during the quarter.
Hanson & Doremus Investment Management sold 1,770 Williams-Sonoma shares in Q2 2020, an estimated $38K.
Hanson & Doremus Investment Management first reported a position in Williams-Sonoma in Q3 2017 and held it in 11 quarters.
Hanson & Doremus Investment Management's Williams-Sonoma position peaked at $133K in Q3 2018.
440 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2020.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2020, filed 17 Jul 2020.