Santa Monica Partners’s WPP WPP Stock Holding History

Santa Monica Partners’s Portfolio WPP Stock Details WPP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-32,639	Closed	-$2.04M	–	27
2019 Q3	$2.04M	Hold	32,639	–	–	1.76%	8
2019 Q2	$2.05M	Hold	32,639	–	–	1.72%	8
2019 Q1	$1.72M	Hold	32,639	–	–	1.56%	8
2018 Q4	$1.79M	Hold	32,639	–	–	1.95%	8
2018 Q3	$2.39M	Hold	32,639	–	–	1.95%	7
2018 Q2	$2.56M	Hold	32,639	–	–	2.4%	7
2018 Q1	$2.6M	Sell	32,639 -4,967	-13%	-$442K	2.81%	7
2017 Q4	$3.41M	Buy	+37,606	New	+$3.33M	3.08%	8

Other funds holding WPP

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Santa Monica Partners's WPP Position: Q4 2019 in Review

Santa Monica Partners sold out of WPP (WPP) in Q4 2019, closing a stake of 32,639 shares — an estimated $2.04M sold.

Santa Monica Partners first reported a position in WPP in Q4 2017 and held it in 8 quarters. The position peaked at $3.41M in Q4 2017. 192 funds tracked by Wall St. Rank hold WPP as of Q4 2019.

Santa Monica Partners reported no remaining WPP position as of Q4 2019 after selling out during the quarter.
Santa Monica Partners sold 32,639 WPP shares in Q4 2019, an estimated $2.04M.
Santa Monica Partners first reported a position in WPP in Q4 2017 and held it in 8 quarters.
Santa Monica Partners's WPP position peaked at $3.41M in Q4 2017.
192 funds tracked by Wall St. Rank held WPP as of Q4 2019.

Based on Santa Monica Partners's 13F filing for Q4 2019, filed 22 Jan 2020.