Mount Vernon Associates’s Wayfair W Stock Holding History

Mount Vernon Associates’s Portfolio W Stock Details W Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,250	Closed	-$237K	–	55
2021 Q4	$237K	Hold	1,250	–	–	0.21%	49
2021 Q3	$319K	Hold	1,250	–	–	0.29%	42
2021 Q2	$395K	Hold	1,250	–	–	0.36%	42
2021 Q1	$393K	Hold	1,250	–	–	0.39%	41
2020 Q4	$282K	Hold	1,250	–	–	0.3%	42
2020 Q3	$364K	Hold	1,250	–	–	0.44%	38
2020 Q2	$247K	Buy	+1,250	New	+$187K	0.32%	42

Other funds holding W

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

Mount Vernon Associates's W Position: Q1 2022 in Review

Mount Vernon Associates sold out of Wayfair (W) in Q1 2022, closing a stake of 1,250 shares — an estimated $237K sold.

Mount Vernon Associates first reported a position in W in Q2 2020 and held it in 7 quarters. The position peaked at $395K in Q2 2021. 368 funds tracked by Wall St. Rank hold W as of Q1 2022.

Mount Vernon Associates reported no remaining Wayfair position as of Q1 2022 after selling out during the quarter.
Mount Vernon Associates sold 1,250 Wayfair shares in Q1 2022, an estimated $237K.
Mount Vernon Associates first reported a position in Wayfair in Q2 2020 and held it in 7 quarters.
Mount Vernon Associates's Wayfair position peaked at $395K in Q2 2021.
368 funds tracked by Wall St. Rank held Wayfair as of Q1 2022.

Based on Mount Vernon Associates's 13F filing for Q1 2022, filed 25 Apr 2022.