MC
WCC

Muhlenkamp & Co’s WESCO International WCC Stock Holding History

Muhlenkamp & Co’s Portfolio WCC Stock Details WCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-78,911
Closed -$10.3M – 34
2022
Q1 		$10.3M Sell
78,911
-51,288
-39% -$6.43M 3.58% 14
2021
Q4 		$17.1M Sell
130,199
-376
-0.3% -$48.1K 5.97% 1
2021
Q3 		$15.1M Sell
130,575
-218
-0.2% -$24K 5.78% 1
2021
Q2 		$13.4M Buy
130,793
+218
+0.2% +$21.7K 4.93% 5
2021
Q1 		$14.5M Sell
130,575
-108
-0.1% -$9.09K 5.36% 1
2020
Q4 		$10.3M Buy
+130,683
New +$7.74M 4.13% 8

Other funds holding WCC

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Muhlenkamp & Co's WCC Position: Q2 2022 in Review

Muhlenkamp & Co sold out of WESCO International (WCC) in Q2 2022, closing a stake of 78,911 shares — an estimated $10.3M sold.

Muhlenkamp & Co first reported a position in WCC in Q4 2020 and held it in 6 quarters. The position peaked at $17.1M in Q4 2021. 351 funds tracked by Wall St. Rank hold WCC as of Q2 2022.

  • Muhlenkamp & Co reported no remaining WESCO International position as of Q2 2022 after selling out during the quarter.
  • Muhlenkamp & Co sold 78,911 WESCO International shares in Q2 2022, an estimated $10.3M.
  • Muhlenkamp & Co first reported a position in WESCO International in Q4 2020 and held it in 6 quarters.
  • Muhlenkamp & Co's WESCO International position peaked at $17.1M in Q4 2021.
  • 351 funds tracked by Wall St. Rank held WESCO International as of Q2 2022.

Based on Muhlenkamp & Co's 13F filing for Q2 2022, filed 18 Jul 2022.