Sciencast Management’s Williams-Sonoma WSM Stock Holding History

Sciencast Management’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
2022 Q2	$618K	Buy	+8,748	New	+$566K	0.14%	217
2021 Q3	–	Sell	-19,746	Closed	-$1.62M	–	629
2021 Q2	$1.62M	Buy	+19,746	New	+$1.68M	0.34%	84
2021 Q1	–	Sell	-14,136	Closed	-$761K	–	699
2020 Q4	$761K	Buy	+14,136	New	+$724K	0.16%	205
2020 Q3	–	Sell	-7,506	Closed	-$310K	–	571
2020 Q2	$310K	Buy	+7,506	New	+$255K	0.08%	341
2019 Q4	–	Sell	-10,600	Closed	-$363K	–	622
2019 Q3	$363K	Buy	+10,600	New	+$351K	0.12%	256
2019 Q2	–	Sell	-33,770	Closed	-$1.02M	–	488
2019 Q1	$1.02M	Buy	+33,770	New	+$932K	0.36%	89
2018 Q1	–	Sell	-12,146	Closed	-$334K	–	459
2017 Q4	$334K	Buy	+12,146	New	+$310K	0.18%	209
2017 Q1	–	Sell	-17,374	Closed	-$420K	–	426
2016 Q4	$420K	Buy	+17,374	New	+$443K	0.57%	65
2016 Q3	–	Sell	-22,200	Closed	-$579K	–	268
2016 Q2	$579K	Buy	+22,200	New	+$609K	0.25%	132

Other funds holding WSM

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

Fidelity Investments

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return

First Trust Advisors

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

Geode Capital Management

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