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Paloma Partners’s WD-40 WDFC Stock Holding History

Paloma Partners’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
2024
Q4 		– Sell
-800
Closed -$206K – 1089
2024
Q3 		$206K Buy
+800
New +$201K 0.01% 964
2020
Q4 		– Sell
-2,672
Closed -$506K – 2286
2020
Q3 		$506K Buy
+2,672
New +$525K 0.01% 1160
2019
Q3 		– Sell
-4,856
Closed -$772K – 2318
2019
Q2 		$772K Buy
4,856
+605
+14% +$99.2K 0.01% 820
2019
Q1 		$720K Buy
4,251
+2,551
+150% +$449K 0.02% 889
2018
Q4 		$312K Buy
+1,700
New +$288K 0.01% 851
2017
Q4 		– Sell
-2,627
Closed -$294K – 2338
2017
Q3 		$294K Sell
2,627
-5,280
-67% -$570K ﹤0.01% 1812
2017
Q2 		$873K Buy
+7,907
New +$841K 0.01% 1270
2016
Q2 		– Sell
-3,879
Closed -$419K – 2359
2016
Q1 		$419K Buy
3,879
+1,577
+69% +$163K 0.01% 1396
2015
Q4 		$228K Buy
+2,302
New +$223K 0.01% 1486
2015
Q3 		– Sell
-3,100
Closed -$270K – 1955
2015
Q2 		$270K Buy
+3,100
New +$263K 0.01% 1389
2014
Q3 		– Sell
-3,601
Closed -$271K – 1316
2014
Q2 		$271K Buy
+3,601
New +$263K 0.01% 836
2014
Q1 		– Sell
-4,100
Closed -$306K – 1023
2013
Q4 		$306K Buy
+4,100
New +$293K 0.02% 793

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Paloma Partners's WDFC Position: Q4 2024 in Review

Paloma Partners sold out of WD-40 (WDFC) in Q4 2024, closing a stake of 800 shares — an estimated $206K sold.

Paloma Partners first reported a position in WDFC in Q4 2013 and held it in 12 quarters. The position peaked at $873K in Q2 2017. 370 funds tracked by Wall St. Rank hold WDFC as of Q4 2024.

  • Paloma Partners reported no remaining WD-40 position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 800 WD-40 shares in Q4 2024, an estimated $206K.
  • Paloma Partners first reported a position in WD-40 in Q4 2013 and held it in 12 quarters.
  • Paloma Partners's WD-40 position peaked at $873K in Q2 2017.
  • 370 funds tracked by Wall St. Rank held WD-40 as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.