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Lloyd Advisory Services’s WillScot Mobile Mini Holdings WSC Stock Holding History

Lloyd Advisory Services’s Portfolio WSC Stock Details WSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,057
Closed -$335K – 338
2023
Q3 		$335K Buy
+8,057
New +$355K 0.11% 172

Other funds holding WSC

Vanguard Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lloyd Advisory Services's WSC Position: Q4 2023 in Review

Lloyd Advisory Services sold out of WillScot Mobile Mini Holdings (WSC) in Q4 2023, closing a stake of 8,057 shares — an estimated $335K sold.

Lloyd Advisory Services first reported a position in WSC in Q3 2023 and held it in 1 quarter. The position peaked at $335K in Q3 2023. 419 funds tracked by Wall St. Rank hold WSC as of Q4 2023.

  • Lloyd Advisory Services reported no remaining WillScot Mobile Mini Holdings position as of Q4 2023 after selling out during the quarter.
  • Lloyd Advisory Services sold 8,057 WillScot Mobile Mini Holdings shares in Q4 2023, an estimated $335K.
  • Lloyd Advisory Services first reported a position in WillScot Mobile Mini Holdings in Q3 2023 and held it in 1 quarter.
  • Lloyd Advisory Services's WillScot Mobile Mini Holdings position peaked at $335K in Q3 2023.
  • 419 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.