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Mondrian Investment Partners’s Williams Companies WMB Stock Holding History

Mondrian Investment Partners’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,480
Closed -$64K – 132
2021
Q3 		$64K Hold
2,480
– – ﹤0.01% 115
2021
Q2 		$66K Hold
2,480
– – ﹤0.01% 118
2021
Q1 		$60K Sell
2,480
-240
-9% -$5.45K ﹤0.01% 115
2020
Q4 		$55K Hold
2,720
– – ﹤0.01% 105
2020
Q3 		$52K Hold
2,720
– – ﹤0.01% 99
2020
Q2 		$52K Hold
2,720
– – ﹤0.01% 93
2020
Q1 		$38K Buy
+2,720
New +$52.7K ﹤0.01% 94

Other funds holding WMB

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mondrian Investment Partners's WMB Position: Q4 2021 in Review

Mondrian Investment Partners sold out of Williams Companies (WMB) in Q4 2021, closing a stake of 2,480 shares — an estimated $64K sold.

Mondrian Investment Partners first reported a position in WMB in Q1 2020 and held it in 7 quarters. The position peaked at $66K in Q2 2021. 1,028 funds tracked by Wall St. Rank hold WMB as of Q4 2021.

  • Mondrian Investment Partners reported no remaining Williams Companies position as of Q4 2021 after selling out during the quarter.
  • Mondrian Investment Partners sold 2,480 Williams Companies shares in Q4 2021, an estimated $64K.
  • Mondrian Investment Partners first reported a position in Williams Companies in Q1 2020 and held it in 7 quarters.
  • Mondrian Investment Partners's Williams Companies position peaked at $66K in Q2 2021.
  • 1,028 funds tracked by Wall St. Rank held Williams Companies as of Q4 2021.

Based on Mondrian Investment Partners's 13F filing for Q4 2021, filed 9 Feb 2022.