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Marathon Trading Investment Management’s Williams-Sonoma WSM Stock Holding History

Marathon Trading Investment Management’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
2021
Q2 		– Sell
-10,000
Closed -$896K – 418
2021
Q1 		$896K Buy
+10,000
New +$675K 0.08% 153
2019
Q1 		– Sell
-217,600
Closed -$5.49M – 298
2018
Q4 		$5.49M Buy
+217,600
New +$6.22M 0.32% 36

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Marathon Trading Investment Management's WSM Position: Q3 2024 in Review

Marathon Trading Investment Management sold out of Williams-Sonoma (WSM) in Q3 2024, closing a stake of 1,484 shares — an estimated $210K sold.

Marathon Trading Investment Management first reported a position in WSM in Q2 2024 and held it in 1 quarter. The position peaked at $210K in Q2 2024. 828 funds tracked by Wall St. Rank hold WSM as of Q3 2024.

  • Marathon Trading Investment Management reported no remaining Williams-Sonoma position as of Q3 2024 after selling out during the quarter.
  • Marathon Trading Investment Management sold 1,484 Williams-Sonoma shares in Q3 2024, an estimated $210K.
  • Marathon Trading Investment Management first reported a position in Williams-Sonoma in Q2 2024 and held it in 1 quarter.
  • Marathon Trading Investment Management's Williams-Sonoma position peaked at $210K in Q2 2024.
  • 828 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2024.

Based on Marathon Trading Investment Management's 13F filing for Q3 2024, filed 7 Nov 2024.