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Jupiter Investment Management’s Williams-Sonoma WSM Stock Holding History

Jupiter Investment 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
2019
Q3 		– Sell
-14
Closed – – 502
2019
Q2 		$0 Buy
+14
New +$402 ﹤0.01% 432
2017
Q4 		– Sell
-16,934
Closed -$422K – 441
2017
Q3 		$422K Buy
+16,934
New +$394K ﹤0.01% 280
2016
Q1 		– Sell
-124,328
Closed -$3.63M – 529
2015
Q4 		$3.63M Buy
+124,328
New +$4.26M 0.1% 144
2015
Q2 		– Sell
-4,174
Closed -$166K – 382
2015
Q1 		$166K Buy
+4,174
New +$166K 0.01% 296

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HMP
HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Jupiter Investment Management's WSM Position: Q3 2019 in Review

Jupiter Investment Management sold out of Williams-Sonoma (WSM) in Q3 2019, closing a stake of 14 shares.

Jupiter Investment Management first reported a position in WSM in Q1 2015 and held it in 4 quarters. The position peaked at $3.63M in Q4 2015. 412 funds tracked by Wall St. Rank hold WSM as of Q3 2019.

  • Jupiter Investment Management reported no remaining Williams-Sonoma position as of Q3 2019 after selling out during the quarter.
  • Jupiter Investment Management sold 14 Williams-Sonoma shares in Q3 2019.
  • Jupiter Investment Management first reported a position in Williams-Sonoma in Q1 2015 and held it in 4 quarters.
  • Jupiter Investment Management's Williams-Sonoma position peaked at $3.63M in Q4 2015.
  • 412 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2019.

Based on Jupiter Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.