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Oxford Asset Management’s Williams-Sonoma WSM Stock Holding History

Oxford Asset Management’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
Q2 		– Sell
-2,010
Closed -$319K – 424
2024
Q1 		$319K Buy
+2,010
New +$233K 0.33% 105
2020
Q1 		– Sell
-22,164
Closed -$814K – 1330
2019
Q4 		$814K Sell
22,164
-17,176
-44% -$597K 0.02% 982
2019
Q3 		$1.34M Buy
39,340
+32,386
+466% +$1.07M 0.03% 777
2019
Q2 		$226K Buy
+6,954
New +$199K ﹤0.01% 1529
2017
Q4 		– Sell
-11,170
Closed -$281K – 1892
2017
Q3 		$281K Buy
+11,170
New +$260K 0.01% 1357

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Aristotle Capital Management
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BC
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State Street
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LGP
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pacer Advisors
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