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MHI Funds’s Williams-Sonoma WSM Stock Holding History

MHI Funds’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
2020
Q1 		$578K Buy
+27,192
New +$864K 1.67% 31

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

MHI Funds's WSM Position: Q1 2020 in Review

MHI Funds opened a new position in Williams-Sonoma (WSM) in Q1 2020: 27,192 shares worth $578K. The stake represents 1.67% of the portfolio and ranks #31 among its holdings.

393 funds tracked by Wall St. Rank hold WSM as of Q1 2020.

  • MHI Funds held 27,192 shares of Williams-Sonoma worth $578K as of Q1 2020.
  • Williams-Sonoma was a new MHI Funds position in Q1 2020.
  • Williams-Sonoma made up 1.67% of MHI Funds's portfolio in Q1 2020, its #31 holding.
  • 393 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2020.

Based on MHI Funds's 13F filing for Q1 2020, filed 5 May 2020.