LMR Partners’s Williams-Sonoma WSM Stock Holding History

LMR Partners’s Portfolio WSM Stock Details WSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.47M	Buy	+30,000	New	+$5.99M	0.01%	595

Other funds holding WSM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LMR Partners's WSM Position: Q4 2022 in Review

LMR Partners sold out of Williams-Sonoma (WSM) in Q4 2022, closing a stake of 68,658 shares — an estimated $4.05M sold.

LMR Partners first reported a position in WSM in Q1 2015 and held it in 6 quarters. The position peaked at $12.1M in Q3 2021. 614 funds tracked by Wall St. Rank hold WSM as of Q4 2022.

LMR Partners reported no remaining Williams-Sonoma position as of Q4 2022 after selling out during the quarter.
LMR Partners sold 68,658 Williams-Sonoma shares in Q4 2022, an estimated $4.05M.
LMR Partners first reported a position in Williams-Sonoma in Q1 2015 and held it in 6 quarters.
LMR Partners's Williams-Sonoma position peaked at $12.1M in Q3 2021.
614 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2022.

Based on LMR Partners's 13F filing for Q4 2022, filed 14 Feb 2023.