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Lee Ainslie’s Williams Companies WMB Stock Holding History

Lee Ainslie’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6,114
Closed -$213K – 558
2023
Q4 		$213K Buy
+6,114
New +$215K ﹤0.01% 336
2021
Q4 		– Sell
-77,997
Closed -$2.02M – 634
2021
Q3 		$2.02M Buy
77,997
+76,581
+5,408% +$1.93M 0.02% 171
2021
Q2 		$38K Sell
1,416
-7,693
-84% -$197K ﹤0.01% 630
2021
Q1 		$216K Buy
+9,109
New +$207K ﹤0.01% 485

Other funds holding WMB

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Lee Ainslie's WMB Position: Q1 2024 in Review

Lee Ainslie sold out of Williams Companies (WMB) in Q1 2024, closing a stake of 6,114 shares — an estimated $213K sold.

Lee Ainslie first reported a position in WMB in Q1 2021 and held it in 4 quarters. The position peaked at $2.02M in Q3 2021. 1,247 funds tracked by Wall St. Rank hold WMB as of Q1 2024.

  • Lee Ainslie reported no remaining Williams Companies position as of Q1 2024 after selling out during the quarter.
  • Lee Ainslie sold 6,114 Williams Companies shares in Q1 2024, an estimated $213K.
  • Lee Ainslie first reported a position in Williams Companies in Q1 2021 and held it in 4 quarters.
  • Lee Ainslie's Williams Companies position peaked at $2.02M in Q3 2021.
  • 1,247 funds tracked by Wall St. Rank held Williams Companies as of Q1 2024.

Based on Maverick Capital's 13F filing for Q1 2024, filed 15 May 2024.