Hitchwood Capital Management’s Wayfair W Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-600,000
Closed -$88.6M 53
2018
Q3
$88.6M Buy
600,000
+163,494
+37% +$24.1M 1.25% 7
2018
Q2
$51.8M Buy
+436,506
New +$51.8M 1.63% 9
2018
Q1
Sell
-300,000
Closed -$24.1M 56
2017
Q4
$24.1M Sell
300,000
-550,000
-65% -$44.1M 0.9% 36
2017
Q3
$57.3M Buy
850,000
+250,000
+42% +$16.9M 2.45% 24
2017
Q2
$46.1M Buy
+600,000
New +$46.1M 1.9% 25
2016
Q2
Sell
-360,000
Closed -$15.6M 37
2016
Q1
$15.6M Sell
360,000
-540,000
-60% -$23.3M 0.42% 27
2015
Q4
$42.9M Buy
900,000
+400,000
+80% +$19M 1.14% 24
2015
Q3
$17.5M Buy
500,000
+340,000
+213% +$11.9M 0.62% 21
2015
Q2
$6.02M Sell
160,000
-490,000
-75% -$18.4M 0.25% 27
2015
Q1
$20.9M Buy
650,000
+470,000
+261% +$15.1M 1.11% 24
2014
Q4
$3.57M Buy
+180,000
New +$3.57M 0.31% 27