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Lagoda Investment Management’s WD-40 WDFC Stock Holding History

Lagoda Investment Management’s Portfolio WDFC Stock Details WDFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-71,500
Closed -$12.3M – 35
2018
Q3 		$12.3M Sell
71,500
-1,350
-2% -$226K 5.14% 9
2018
Q2 		$10.7M Buy
72,850
+8,795
+14% +$1.21M 4.43% 8
2018
Q1 		$8.44M Sell
64,055
-3,943
-6% -$497K 3.18% 13
2017
Q4 		$8.02M Sell
67,998
-7
-0% -$803 3.06% 14
2017
Q3 		$7.61M Buy
68,005
+1,379
+2% +$149K 2.75% 14
2017
Q2 		$7.35M Buy
+66,626
New +$7.09M 2.81% 12

Other funds holding WDFC

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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Regal Partners Sydney, NSW, Australia $1.84B AUM 54.78% 1-Year Est. Return

Lagoda Investment Management's WDFC Position: Q4 2018 in Review

Lagoda Investment Management sold out of WD-40 (WDFC) in Q4 2018, closing a stake of 71,500 shares — an estimated $12.3M sold.

Lagoda Investment Management first reported a position in WDFC in Q2 2017 and held it in 6 quarters. The position peaked at $12.3M in Q3 2018. 300 funds tracked by Wall St. Rank hold WDFC as of Q4 2018.

  • Lagoda Investment Management reported no remaining WD-40 position as of Q4 2018 after selling out during the quarter.
  • Lagoda Investment Management sold 71,500 WD-40 shares in Q4 2018, an estimated $12.3M.
  • Lagoda Investment Management first reported a position in WD-40 in Q2 2017 and held it in 6 quarters.
  • Lagoda Investment Management's WD-40 position peaked at $12.3M in Q3 2018.
  • 300 funds tracked by Wall St. Rank held WD-40 as of Q4 2018.

Based on Lagoda Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.