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Navellier & Associates’s WD-40 WDFC Stock Holding History

Navellier & Associates’s Portfolio WDFC Stock Details WDFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,634
Closed -$610K – 354
2021
Q3 		$610K Sell
2,634
-1,890
-42% -$453K 0.09% 173
2021
Q2 		$1.16M Buy
4,524
+2,882
+176% +$737K 0.17% 128
2021
Q1 		$503K Buy
+1,642
New +$498K 0.09% 177

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Navellier & Associates's WDFC Position: Q4 2021 in Review

Navellier & Associates sold out of WD-40 (WDFC) in Q4 2021, closing a stake of 2,634 shares — an estimated $610K sold.

Navellier & Associates first reported a position in WDFC in Q1 2021 and held it in 3 quarters. The position peaked at $1.16M in Q2 2021. 307 funds tracked by Wall St. Rank hold WDFC as of Q4 2021.

  • Navellier & Associates reported no remaining WD-40 position as of Q4 2021 after selling out during the quarter.
  • Navellier & Associates sold 2,634 WD-40 shares in Q4 2021, an estimated $610K.
  • Navellier & Associates first reported a position in WD-40 in Q1 2021 and held it in 3 quarters.
  • Navellier & Associates's WD-40 position peaked at $1.16M in Q2 2021.
  • 307 funds tracked by Wall St. Rank held WD-40 as of Q4 2021.

Based on Navellier & Associates's 13F filing for Q4 2021, filed 14 Feb 2022.