Longfellow Investment Management’s Wheaton Precious Metals WPM Stock Holding History

Longfellow Investment Management’s Portfolio WPM Stock Details WPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-80,000	Closed	-$4.23M	–	289
2022 Q4	$4.23M	Sell	80,000 -17,000	-18%	-$615K	0.96%	12
2022 Q3	$4.34M	Buy	+97,000	New	+$3.19M	0.89%	12

Other funds holding WPM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Longfellow Investment Management's WPM Position: Q1 2023 in Review

Longfellow Investment Management sold out of Wheaton Precious Metals (WPM) in Q1 2023, closing a stake of 80,000 shares — an estimated $4.23M sold.

Longfellow Investment Management first reported a position in WPM in Q3 2022 and held it in 2 quarters. The position peaked at $4.34M in Q3 2022. 506 funds tracked by Wall St. Rank hold WPM as of Q1 2023.

Longfellow Investment Management reported no remaining Wheaton Precious Metals position as of Q1 2023 after selling out during the quarter.
Longfellow Investment Management sold 80,000 Wheaton Precious Metals shares in Q1 2023, an estimated $4.23M.
Longfellow Investment Management first reported a position in Wheaton Precious Metals in Q3 2022 and held it in 2 quarters.
Longfellow Investment Management's Wheaton Precious Metals position peaked at $4.34M in Q3 2022.
506 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2023.

Based on Longfellow Investment Management's 13F filing for Q1 2023, filed 12 May 2023.