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Sather Financial Group’s Williams-Sonoma WSM Stock Holding History

Sather Financial Group’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
2020
Q1 		– Sell
-6,432
Closed -$236K – 88
2019
Q4 		$236K Buy
+6,432
New +$223K 0.04% 72

Other funds holding WSM

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Vanguard Group
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sather Financial Group's WSM Position: Q1 2020 in Review

Sather Financial Group sold out of Williams-Sonoma (WSM) in Q1 2020, closing a stake of 6,432 shares — an estimated $236K sold.

Sather Financial Group first reported a position in WSM in Q4 2019 and held it in 1 quarter. The position peaked at $236K in Q4 2019. 393 funds tracked by Wall St. Rank hold WSM as of Q1 2020.

  • Sather Financial Group reported no remaining Williams-Sonoma position as of Q1 2020 after selling out during the quarter.
  • Sather Financial Group sold 6,432 Williams-Sonoma shares in Q1 2020, an estimated $236K.
  • Sather Financial Group first reported a position in Williams-Sonoma in Q4 2019 and held it in 1 quarter.
  • Sather Financial Group's Williams-Sonoma position peaked at $236K in Q4 2019.
  • 393 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2020.

Based on Sather Financial Group's 13F filing for Q1 2020, filed 11 May 2020.