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Meitav Investment House’s Williams-Sonoma WSM Stock Holding History

Meitav Investment House’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
2019
Q1 		– Sell
-40,000
Closed -$1.01M – 416
2018
Q4 		$1.01M Sell
40,000
-16,000
-29% -$458K 0.06% 144
2018
Q3 		$1.83M Hold
56,000
– – 0.09% 150
2018
Q2 		$1.72M Buy
56,000
+4,000
+8% +$107K 0.08% 129
2018
Q1 		$1.37M Buy
52,000
+12,000
+30% +$317K 0.07% 113
2017
Q4 		$1.05M Buy
+40,000
New +$1.02M 0.06% 132

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Meitav Investment House's WSM Position: Q1 2019 in Review

Meitav Investment House sold out of Williams-Sonoma (WSM) in Q1 2019, closing a stake of 40,000 shares — an estimated $1.01M sold.

Meitav Investment House first reported a position in WSM in Q4 2017 and held it in 5 quarters. The position peaked at $1.83M in Q3 2018. 439 funds tracked by Wall St. Rank hold WSM as of Q1 2019.

  • Meitav Investment House reported no remaining Williams-Sonoma position as of Q1 2019 after selling out during the quarter.
  • Meitav Investment House sold 40,000 Williams-Sonoma shares in Q1 2019, an estimated $1.01M.
  • Meitav Investment House first reported a position in Williams-Sonoma in Q4 2017 and held it in 5 quarters.
  • Meitav Investment House's Williams-Sonoma position peaked at $1.83M in Q3 2018.
  • 439 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2019.

Based on Meitav Investment House's 13F filing for Q1 2019, filed 13 May 2019.