KCM
WLY icon

Kennedy Capital Management’s John Wiley & Sons Class A WLY Stock Holding History

Kennedy Capital Management’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
2020
Q1 		– Sell
-94,500
Closed -$4.58M – 735
2019
Q4 		$4.58M Sell
94,500
-2,601
-3% -$121K 0.11% 358
2019
Q3 		$4.27M Sell
97,101
-2,730
-3% -$122K 0.11% 369
2019
Q2 		$4.58M Buy
+99,831
New +$4.54M 0.11% 352

Other funds holding WLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Kennedy Capital Management's WLY Position: Q1 2020 in Review

Kennedy Capital Management sold out of John Wiley & Sons Class A (WLY) in Q1 2020, closing a stake of 94,500 shares — an estimated $4.58M sold.

Kennedy Capital Management first reported a position in WLY in Q2 2019 and held it in 3 quarters. The position peaked at $4.58M in Q4 2019. 225 funds tracked by Wall St. Rank hold WLY as of Q1 2020.

  • Kennedy Capital Management reported no remaining John Wiley & Sons Class A position as of Q1 2020 after selling out during the quarter.
  • Kennedy Capital Management sold 94,500 John Wiley & Sons Class A shares in Q1 2020, an estimated $4.58M.
  • Kennedy Capital Management first reported a position in John Wiley & Sons Class A in Q2 2019 and held it in 3 quarters.
  • Kennedy Capital Management's John Wiley & Sons Class A position peaked at $4.58M in Q4 2019.
  • 225 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2020.

Based on Kennedy Capital Management's 13F filing for Q1 2020, filed 15 May 2020.