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Leonard Green & Partners’s Williams Companies WMB Stock Holding History

Leonard Green & Partners’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
2020
Q1 		– Sell
-300,000
Closed -$7.12M – 44
2019
Q4 		$7.12M Buy
+300,000
New +$6.87M 1.78% 6

Other funds holding WMB

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Leonard Green & Partners's WMB Position: Q1 2020 in Review

Leonard Green & Partners sold out of Williams Companies (WMB) in Q1 2020, closing a stake of 300,000 shares — an estimated $7.12M sold.

Leonard Green & Partners first reported a position in WMB in Q4 2019 and held it in 1 quarter. The position peaked at $7.12M in Q4 2019. 792 funds tracked by Wall St. Rank hold WMB as of Q1 2020.

  • Leonard Green & Partners reported no remaining Williams Companies position as of Q1 2020 after selling out during the quarter.
  • Leonard Green & Partners sold 300,000 Williams Companies shares in Q1 2020, an estimated $7.12M.
  • Leonard Green & Partners first reported a position in Williams Companies in Q4 2019 and held it in 1 quarter.
  • Leonard Green & Partners's Williams Companies position peaked at $7.12M in Q4 2019.
  • 792 funds tracked by Wall St. Rank held Williams Companies as of Q1 2020.

Based on Leonard Green & Partners's 13F filing for Q1 2020, filed 15 May 2020.