OLVIG
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Oliver Lagore Vanvalin Investment Group’s WD-40 WDFC Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2023
Q4 		– Sell
-13
Closed -$2.64K – 881
2023
Q3 		$2.64K Buy
+13
New +$2.78K ﹤0.01% 652

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's WDFC Position: Q4 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of WD-40 (WDFC) in Q4 2023, closing a stake of 13 shares — an estimated $2.64K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in WDFC in Q3 2023 and held it in 1 quarter. The position peaked at $2.64K in Q3 2023. 345 funds tracked by Wall St. Rank hold WDFC as of Q4 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining WD-40 position as of Q4 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 13 WD-40 shares in Q4 2023, an estimated $2.64K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in WD-40 in Q3 2023 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's WD-40 position peaked at $2.64K in Q3 2023.
  • 345 funds tracked by Wall St. Rank held WD-40 as of Q4 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2023, filed 31 Jan 2024.