MML Investors Services
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MML Investors Services’s WD-40 WDFC Stock Holding History

MML Investors Services’s Portfolio WDFC Stock Details WDFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-792
Closed -$201K – 2587
2024
Q1 		$201K Sell
792
-73
-8% -$18.9K ﹤0.01% 2357
2023
Q4 		$207K Buy
+865
New +$193K ﹤0.01% 2299
2019
Q3 		– Sell
-2,367
Closed -$376K – 1617
2019
Q2 		$376K Buy
2,367
+21
+0.9% +$3.44K 0.01% 1172
2019
Q1 		$397K Buy
2,346
+115
+5% +$20.3K 0.01% 1127
2018
Q4 		$409K Buy
2,231
+209
+10% +$35.4K 0.01% 1006
2018
Q3 		$348K Buy
+2,022
New +$338K 0.01% 1198

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MML Investors Services's WDFC Position: Q2 2024 in Review

MML Investors Services sold out of WD-40 (WDFC) in Q2 2024, closing a stake of 792 shares — an estimated $201K sold.

MML Investors Services first reported a position in WDFC in Q3 2018 and held it in 6 quarters. The position peaked at $409K in Q4 2018. 342 funds tracked by Wall St. Rank hold WDFC as of Q2 2024.

  • MML Investors Services reported no remaining WD-40 position as of Q2 2024 after selling out during the quarter.
  • MML Investors Services sold 792 WD-40 shares in Q2 2024, an estimated $201K.
  • MML Investors Services first reported a position in WD-40 in Q3 2018 and held it in 6 quarters.
  • MML Investors Services's WD-40 position peaked at $409K in Q4 2018.
  • 342 funds tracked by Wall St. Rank held WD-40 as of Q2 2024.

Based on MML Investors Services's 13F filing for Q2 2024, filed 14 Aug 2024.