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Harvest Fund Management’s WD-40 WDFC Stock Holding History

Harvest Fund Management’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
2024
Q2 		– Sell
-56
Closed -$14K – 769
2024
Q1 		$14K Hold
56
– – ﹤0.01% 572
2023
Q4 		$11K Hold
56
– – ﹤0.01% 534
2023
Q3 		$11K Buy
+56
New +$12K ﹤0.01% 530
2019
Q2 		– Sell
-79
Closed -$13K – 427
2019
Q1 		$13K Sell
79
-1,340
-94% -$236K ﹤0.01% 339
2018
Q4 		$260K Hold
1,419
– – 0.05% 85
2018
Q3 		$244K Buy
+1,419
New +$237K 0.04% 127

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Harvest Fund Management's WDFC Position: Q2 2024 in Review

Harvest Fund Management sold out of WD-40 (WDFC) in Q2 2024, closing a stake of 56 shares — an estimated $14K sold.

Harvest Fund Management first reported a position in WDFC in Q3 2018 and held it in 6 quarters. The position peaked at $260K in Q4 2018. 342 funds tracked by Wall St. Rank hold WDFC as of Q2 2024.

  • Harvest Fund Management reported no remaining WD-40 position as of Q2 2024 after selling out during the quarter.
  • Harvest Fund Management sold 56 WD-40 shares in Q2 2024, an estimated $14K.
  • Harvest Fund Management first reported a position in WD-40 in Q3 2018 and held it in 6 quarters.
  • Harvest Fund Management's WD-40 position peaked at $260K in Q4 2018.
  • 342 funds tracked by Wall St. Rank held WD-40 as of Q2 2024.

Based on Harvest Fund Management's 13F filing for Q2 2024, filed 8 Aug 2024.