HFS
WSM icon

HL Financial Services’s Williams-Sonoma WSM Stock Holding History

HL Financial Services’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
2018
Q2 		– Sell
-24,554
Closed -$648K – 711
2018
Q1 		$648K Buy
24,554
+62
+0.3% +$1.64K 0.01% 446
2017
Q4 		$633K Buy
+24,492
New +$624K 0.01% 383
2017
Q1 		– Sell
-11,134
Closed -$270K – 702
2016
Q4 		$270K Buy
11,134
+1,358
+14% +$34.6K 0.01% 581
2016
Q3 		$250K Buy
9,776
+1,926
+25% +$50.4K 0.01% 579
2016
Q2 		$205K Buy
+7,850
New +$215K ﹤0.01% 627

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return