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J. Goldman & Co’s John Wiley & Sons Class A WLY Stock Holding History

J. Goldman & Co’s Portfolio WLY Stock Details WLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-350,000
Closed -$11.1M – 534
2023
Q4 		$11.1M Buy
+350,000
New +$10.9M 0.45% 69

Other funds holding WLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

J. Goldman & Co's WLY Position: Q3 2024 in Review

J. Goldman & Co sold out of John Wiley & Sons Class A (WLY) in Q3 2024, closing a stake of 329,058 shares — an estimated $13.4M sold.

J. Goldman & Co first reported a position in WLY in Q2 2023 and held it in 5 quarters. The position peaked at $23.8M in Q4 2023. 235 funds tracked by Wall St. Rank hold WLY as of Q3 2024.

  • J. Goldman & Co reported no remaining John Wiley & Sons Class A position as of Q3 2024 after selling out during the quarter.
  • J. Goldman & Co sold 329,058 John Wiley & Sons Class A shares in Q3 2024, an estimated $13.4M.
  • J. Goldman & Co first reported a position in John Wiley & Sons Class A in Q2 2023 and held it in 5 quarters.
  • J. Goldman & Co's John Wiley & Sons Class A position peaked at $23.8M in Q4 2023.
  • 235 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2024.

Based on J. Goldman & Co's 13F filing for Q3 2024, filed 14 Nov 2024.