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McLean Asset Management’s West Pharmaceutical WST Stock Holding History

McLean Asset Management’s Portfolio WST Stock Details WST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-593
Closed -$249K – 143
2021
Q3 		$249K Buy
593
+7
+1% +$2.95K 0.1% 111
2021
Q2 		$219K Buy
+586
New +$194K 0.1% 105

Other funds holding WST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

McLean Asset Management's WST Position: Q4 2021 in Review

McLean Asset Management sold out of West Pharmaceutical (WST) in Q4 2021, closing a stake of 593 shares — an estimated $249K sold.

McLean Asset Management first reported a position in WST in Q2 2021 and held it in 2 quarters. The position peaked at $249K in Q3 2021. 730 funds tracked by Wall St. Rank hold WST as of Q4 2021.

  • McLean Asset Management reported no remaining West Pharmaceutical position as of Q4 2021 after selling out during the quarter.
  • McLean Asset Management sold 593 West Pharmaceutical shares in Q4 2021, an estimated $249K.
  • McLean Asset Management first reported a position in West Pharmaceutical in Q2 2021 and held it in 2 quarters.
  • McLean Asset Management's West Pharmaceutical position peaked at $249K in Q3 2021.
  • 730 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2021.

Based on McLean Asset Management's 13F filing for Q4 2021, filed 14 Jan 2022.