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Psagot Value Holdings’s Williams-Sonoma WSM Stock Holding History

Psagot Value Holdings’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
2019
Q4 		– Sell
-170
Closed -$6K – 463
2019
Q3 		$6K Sell
170
-614
-78% -$20.3K ﹤0.01% 381
2019
Q2 		$25K Buy
+784
New +$22.5K ﹤0.01% 356

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HMP
HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Psagot Value Holdings's WSM Position: Q4 2019 in Review

Psagot Value Holdings sold out of Williams-Sonoma (WSM) in Q4 2019, closing a stake of 170 shares — an estimated $6K sold.

Psagot Value Holdings first reported a position in WSM in Q2 2019 and held it in 2 quarters. The position peaked at $25K in Q2 2019. 441 funds tracked by Wall St. Rank hold WSM as of Q4 2019.

  • Psagot Value Holdings reported no remaining Williams-Sonoma position as of Q4 2019 after selling out during the quarter.
  • Psagot Value Holdings sold 170 Williams-Sonoma shares in Q4 2019, an estimated $6K.
  • Psagot Value Holdings first reported a position in Williams-Sonoma in Q2 2019 and held it in 2 quarters.
  • Psagot Value Holdings's Williams-Sonoma position peaked at $25K in Q2 2019.
  • 441 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2019.

Based on Psagot Value Holdings's 13F filing for Q4 2019, filed 18 Feb 2020.