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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sciencast Management's WSM Position: Q2 2022 in Review

Sciencast Management opened a new position in Williams-Sonoma (WSM) in Q2 2022: 8,748 shares worth $618K. The stake represents 0.14% of the portfolio and ranks #217 among its holdings. This is a return to the name: Sciencast Management previously reported a position in WSM as recently as Q2 2021.

Sciencast Management first reported a position in WSM in Q2 2016 and has held it in 9 quarters since. The position peaked at $1.62M in Q2 2021. 612 funds tracked by Wall St. Rank hold WSM as of Q2 2022.

Sciencast Management held 8,748 shares of Williams-Sonoma worth $618K as of Q2 2022.
Williams-Sonoma was a new Sciencast Management position in Q2 2022.
Williams-Sonoma made up 0.14% of Sciencast Management's portfolio in Q2 2022, its #217 holding.
Sciencast Management first reported a position in Williams-Sonoma in Q2 2016 and has held it in 9 quarters since.
Sciencast Management's Williams-Sonoma position peaked at $1.62M in Q2 2021.
612 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2022.

Based on Sciencast Management's 13F filing for Q2 2022, filed 3 Aug 2022.