LIM
WLY icon

Longfellow Investment Management’s John Wiley & Sons Class A WLY Stock Holding History

Longfellow Investment Management’s Portfolio WLY Stock Details WLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,850
Closed -$101K – 487
2021
Q1 		$101K Hold
1,850
– – 0.01% 357
2020
Q4 		$85K Buy
+1,850
New +$67K 0.01% 331

Other funds holding WLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Longfellow Investment Management's WLY Position: Q2 2021 in Review

Longfellow Investment Management sold out of John Wiley & Sons Class A (WLY) in Q2 2021, closing a stake of 1,850 shares — an estimated $101K sold.

Longfellow Investment Management first reported a position in WLY in Q4 2020 and held it in 2 quarters. The position peaked at $101K in Q1 2021. 234 funds tracked by Wall St. Rank hold WLY as of Q2 2021.

  • Longfellow Investment Management reported no remaining John Wiley & Sons Class A position as of Q2 2021 after selling out during the quarter.
  • Longfellow Investment Management sold 1,850 John Wiley & Sons Class A shares in Q2 2021, an estimated $101K.
  • Longfellow Investment Management first reported a position in John Wiley & Sons Class A in Q4 2020 and held it in 2 quarters.
  • Longfellow Investment Management's John Wiley & Sons Class A position peaked at $101K in Q1 2021.
  • 234 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2021.

Based on Longfellow Investment Management's 13F filing for Q2 2021, filed 16 Aug 2021.