Secure Asset Management’s WillScot Mobile Mini Holdings WSC Stock Holding History

Secure Asset Management’s Portfolio WSC Stock Details WSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-36,046	Closed	-$1.36M	–	351
2024 Q3	$1.36M	Buy	36,046 +8,669	+32%	+$331K	0.23%	110
2024 Q2	$1.03M	Buy	27,377 +2,178	+9%	+$86.2K	0.2%	119
2024 Q1	$1.17M	Buy	25,199 +1,048	+4%	+$48.7K	0.28%	99
2023 Q4	$1.07M	Buy	24,151 +107	+0.4%	+$4.33K	0.29%	90
2023 Q3	$1,000K	Buy	24,044 +2,567	+12%	+$113K	0.3%	89
2023 Q2	$1.03M	Buy	+21,477	New	+$961K	0.31%	77

Other funds holding WSC

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Secure Asset Management's WSC Position: Q4 2024 in Review

Secure Asset Management sold out of WillScot Mobile Mini Holdings (WSC) in Q4 2024, closing a stake of 36,046 shares — an estimated $1.36M sold.

Secure Asset Management first reported a position in WSC in Q2 2023 and held it in 6 quarters. The position peaked at $1.36M in Q3 2024. 395 funds tracked by Wall St. Rank hold WSC as of Q4 2024.

Secure Asset Management reported no remaining WillScot Mobile Mini Holdings position as of Q4 2024 after selling out during the quarter.
Secure Asset Management sold 36,046 WillScot Mobile Mini Holdings shares in Q4 2024, an estimated $1.36M.
Secure Asset Management first reported a position in WillScot Mobile Mini Holdings in Q2 2023 and held it in 6 quarters.
Secure Asset Management's WillScot Mobile Mini Holdings position peaked at $1.36M in Q3 2024.
395 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q4 2024.

Based on Secure Asset Management's 13F filing for Q4 2024, filed 17 Jan 2025.