Polianta Ltd’s Williams-Sonoma WSM Stock Holding History

Polianta Ltd’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 Q4	–	Sell	-7,600	Closed	-$1.18M	–	93
2024 Q3	$1.18M	Hold	7,600	–	–	0.55%	40
2024 Q2	$1.07M	Buy	+7,600	New	+$1.13M	0.54%	39
2021 Q1	–	Sell	-22,200	Closed	-$1.13M	–	99
2020 Q4	$1.13M	Sell	22,200 -4,800	-18%	-$246K	0.62%	62
2020 Q3	$1.22M	Buy	27,000 +4,600	+21%	+$204K	0.72%	26
2020 Q2	$918K	Buy	+22,400	New	+$762K	0.59%	61
2017 Q1	–	Sell	-43,800	Closed	-$1.06M	–	97
2016 Q4	$1.06M	Buy	+43,800	New	+$1.12M	0.57%	49

Other funds holding WSM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LGP

Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Polianta Ltd's WSM Position: Q4 2024 in Review

Polianta Ltd sold out of Williams-Sonoma (WSM) in Q4 2024, closing a stake of 7,600 shares — an estimated $1.18M sold.

Polianta Ltd first reported a position in WSM in Q4 2016 and held it in 6 quarters. The position peaked at $1.22M in Q3 2020. 895 funds tracked by Wall St. Rank hold WSM as of Q4 2024.

Polianta Ltd reported no remaining Williams-Sonoma position as of Q4 2024 after selling out during the quarter.
Polianta Ltd sold 7,600 Williams-Sonoma shares in Q4 2024, an estimated $1.18M.
Polianta Ltd first reported a position in Williams-Sonoma in Q4 2016 and held it in 6 quarters.
Polianta Ltd's Williams-Sonoma position peaked at $1.22M in Q3 2020.
895 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2024.

Based on Polianta Ltd's 13F filing for Q4 2024, filed 16 Jan 2025.