JNE Partners’s Wayfair W Stock Holding History

JNE Partners’s Portfolio W Stock Details W Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-67,800	Closed	-$2.23M	–	8
2022 Q4	$2.23M	Hold	67,800	–	–	1.54%	9
2022 Q3	$2.21M	Hold	67,800	–	–	1.28%	13
2022 Q2	$2.95M	Hold	67,800	–	–	1.93%	12
2022 Q1	$7.51M	Buy	+67,800	New	+$9.54M	3.56%	10

Other funds holding W

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

GHP

Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return

JNE Partners's W Position: Q1 2023 in Review

JNE Partners sold out of Wayfair (W) in Q1 2023, closing a stake of 67,800 shares — an estimated $2.23M sold.

JNE Partners first reported a position in W in Q1 2022 and held it in 4 quarters. The position peaked at $7.51M in Q1 2022. 287 funds tracked by Wall St. Rank hold W as of Q1 2023.

JNE Partners reported no remaining Wayfair position as of Q1 2023 after selling out during the quarter.
JNE Partners sold 67,800 Wayfair shares in Q1 2023, an estimated $2.23M.
JNE Partners first reported a position in Wayfair in Q1 2022 and held it in 4 quarters.
JNE Partners's Wayfair position peaked at $7.51M in Q1 2022.
287 funds tracked by Wall St. Rank held Wayfair as of Q1 2023.

Based on JNE Partners's 13F filing for Q1 2023, filed 15 May 2023.