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Hutchinson Capital Management’s Williams-Sonoma WSM Stock Holding History

Hutchinson Capital 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
-287,784
Closed -$6.12M – 69
2020
Q1 		$6.12M Buy
287,784
+2,658
+0.9% +$84.5K 2.02% 21
2019
Q4 		$10.5M Sell
285,126
-5,286
-2% -$184K 2.74% 16
2019
Q3 		$9.87M Sell
290,412
-230,562
-44% -$7.63M 2.67% 15
2019
Q2 		$16.9M Sell
520,974
-272
-0.1% -$7.8K 4.76% 2
2019
Q1 		$14.7M Sell
521,246
-198
-0% -$5.46K 4.42% 7
2018
Q4 		$13.2M Sell
521,444
-3,306
-0.6% -$94.5K 4.39% 10
2018
Q3 		$17.2M Buy
524,750
+2,218
+0.4% +$70.3K 4.8% 4
2018
Q2 		$16M Sell
522,532
-183,836
-26% -$4.92M 4.99% 3
2018
Q1 		$18.6M Sell
706,368
-4,656
-0.7% -$123K 5.41% 6
2017
Q4 		$18.4M Buy
711,024
+2,326
+0.3% +$59.3K 4.77% 10
2017
Q3 		$17.7M Buy
708,698
+11,876
+2% +$276K 4.77% 10
2017
Q2 		$16.9M Buy
696,822
+6,696
+1% +$171K 4.79% 12
2017
Q1 		$18.5M Buy
690,126
+24,608
+4% +$600K 5.11% 7
2016
Q4 		$16.1M Buy
+665,518
New +$17M 4.43% 9

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
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
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Hutchinson Capital Management's WSM Position: Q2 2020 in Review

Hutchinson Capital Management sold out of Williams-Sonoma (WSM) in Q2 2020, closing a stake of 287,784 shares — an estimated $6.12M sold.

Hutchinson Capital Management first reported a position in WSM in Q4 2016 and held it in 14 quarters. The position peaked at $18.6M in Q1 2018. 439 funds tracked by Wall St. Rank hold WSM as of Q2 2020.

  • Hutchinson Capital Management reported no remaining Williams-Sonoma position as of Q2 2020 after selling out during the quarter.
  • Hutchinson Capital Management sold 287,784 Williams-Sonoma shares in Q2 2020, an estimated $6.12M.
  • Hutchinson Capital Management first reported a position in Williams-Sonoma in Q4 2016 and held it in 14 quarters.
  • Hutchinson Capital Management's Williams-Sonoma position peaked at $18.6M in Q1 2018.
  • 439 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2020.

Based on Hutchinson Capital Management's 13F filing for Q2 2020, filed 11 Aug 2020.