JGC
WSM icon

J. Goldman & Co’s Williams-Sonoma WSM Stock Holding History

J. Goldman & Co’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
2023
Q1 		– Sell
-75,000
Closed -$4.31M – 556
2022
Q4 		$4.31M Hold
75,000
– – 0.3% 115
2022
Q3 		$4.42M Buy
+75,000
New +$5.32M 0.33% 129
2020
Q3 		– Sell
-222,200
Closed -$9.11M – 428
2020
Q2 		$9.11M Hold
222,200
– – 0.86% 57
2020
Q1 		$4.72M Buy
222,200
+82,200
+59% +$2.61M 0.84% 48
2019
Q4 		$5.14M Hold
140,000
– – 0.49% 77
2019
Q3 		$4.76M Sell
140,000
-310,000
-69% -$10.3M 0.62% 93
2019
Q2 		$14.6M Buy
+450,000
New +$12.9M 1.66% 26
2018
Q4 		– Sell
-20,000
Closed -$657K – 348
2018
Q3 		$657K Buy
+20,000
New +$634K 0.08% 211

Other funds holding WSM

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
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return