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Marsico Capital Management’s Williams-Sonoma WSM Stock Holding History

Marsico Capital 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
2015
Q2 		– Sell
-36,366
Closed -$1.45M – 97
2015
Q1 		$1.45M Buy
+36,366
New +$1.44M 0.01% 86

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Marsico Capital Management's WSM Position: Q2 2015 in Review

Marsico Capital Management sold out of Williams-Sonoma (WSM) in Q2 2015, closing a stake of 36,366 shares — an estimated $1.45M sold.

Marsico Capital Management first reported a position in WSM in Q1 2015 and held it in 1 quarter. The position peaked at $1.45M in Q1 2015. 337 funds tracked by Wall St. Rank hold WSM as of Q2 2015.

  • Marsico Capital Management reported no remaining Williams-Sonoma position as of Q2 2015 after selling out during the quarter.
  • Marsico Capital Management sold 36,366 Williams-Sonoma shares in Q2 2015, an estimated $1.45M.
  • Marsico Capital Management first reported a position in Williams-Sonoma in Q1 2015 and held it in 1 quarter.
  • Marsico Capital Management's Williams-Sonoma position peaked at $1.45M in Q1 2015.
  • 337 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2015.

Based on Marsico Capital Management's 13F filing for Q2 2015, filed 13 Aug 2015.