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

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LGP

Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Moody Aldrich Partners's WSM Position: Q1 2024 in Review

Moody Aldrich Partners sold out of Williams-Sonoma (WSM) in Q1 2024, closing a stake of 18,614 shares — an estimated $1.88M sold.

Moody Aldrich Partners first reported a position in WSM in Q1 2021 and held it in 8 quarters. The position peaked at $2.31M in Q2 2023. 809 funds tracked by Wall St. Rank hold WSM as of Q1 2024.

Moody Aldrich Partners reported no remaining Williams-Sonoma position as of Q1 2024 after selling out during the quarter.
Moody Aldrich Partners sold 18,614 Williams-Sonoma shares in Q1 2024, an estimated $1.88M.
Moody Aldrich Partners first reported a position in Williams-Sonoma in Q1 2021 and held it in 8 quarters.
Moody Aldrich Partners's Williams-Sonoma position peaked at $2.31M in Q2 2023.
809 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2024.

Based on Moody Aldrich Partners's 13F filing for Q1 2024, filed 30 Apr 2024.