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Moody Aldrich Partners’s Williams-Sonoma WSM Stock Holding History

Moody Aldrich Partners’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
2024
Q1 		– Sell
-18,614
Closed -$1.88M – 242
2023
Q4 		$1.88M Sell
18,614
-10,380
-36% -$899K 0.34% 98
2023
Q3 		$2.25M Sell
28,994
-7,920
-21% -$545K 0.43% 84
2023
Q2 		$2.31M Buy
36,914
+10,822
+41% +$645K 0.45% 87
2023
Q1 		$1.59M Hold
26,092
– – 0.32% 100
2022
Q4 		$1.5M Buy
26,092
+8,670
+50% +$520K 0.3% 101
2022
Q3 		$1.03M Buy
+17,422
New +$1.24M 0.21% 114
2022
Q1 		– Sell
-13,648
Closed -$1.15M – 175
2021
Q4 		$1.15M Buy
+13,648
New +$1.27M 0.16% 111
2021
Q2 		– Sell
-10,870
Closed -$974K – 197
2021
Q1 		$974K Buy
+10,870
New +$734K 0.14% 123

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
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BC
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return