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Monarch Partners Asset Management’s John Wiley & Sons Class A WLY Stock Holding History

Monarch Partners Asset Management’s Portfolio WLY Stock Details WLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-95,615
Closed -$5.18M – 176
2021
Q1 		$5.18M Buy
+95,615
New +$4.86M 0.78% 65

Other funds holding WLY

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Monarch Partners Asset Management's WLY Position: Q2 2021 in Review

Monarch Partners Asset Management sold out of John Wiley & Sons Class A (WLY) in Q2 2021, closing a stake of 95,615 shares — an estimated $5.18M sold.

Monarch Partners Asset Management first reported a position in WLY in Q1 2021 and held it in 1 quarter. The position peaked at $5.18M in Q1 2021. 234 funds tracked by Wall St. Rank hold WLY as of Q2 2021.

  • Monarch Partners Asset Management reported no remaining John Wiley & Sons Class A position as of Q2 2021 after selling out during the quarter.
  • Monarch Partners Asset Management sold 95,615 John Wiley & Sons Class A shares in Q2 2021, an estimated $5.18M.
  • Monarch Partners Asset Management first reported a position in John Wiley & Sons Class A in Q1 2021 and held it in 1 quarter.
  • Monarch Partners Asset Management's John Wiley & Sons Class A position peaked at $5.18M in Q1 2021.
  • 234 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2021.

Based on Monarch Partners Asset Management's 13F filing for Q2 2021, filed 30 Jul 2021.