Select Equity Group’s Advanced Drainage Systems WMS Stock Holding History

Select Equity Group’s Portfolio WMS Stock Details WMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-336,817	Closed	-$41.9M	–	205
2022 Q3	$41.9M	Sell	336,817 -1,516,581	-82%	-$189M	0.15%	80
2022 Q2	$167M	Sell	1,853,398 -328,327	-15%	-$33.8M	0.53%	50
2022 Q1	$259M	Buy	2,181,725 +6,885	+0.3%	+$817K	0.84%	40
2021 Q4	$296M	Sell	2,174,840 -1,314,301	-38%	-$162M	0.81%	36
2021 Q3	$377M	Sell	3,489,141 -64,819	-2%	-$7.46M	1.27%	28
2021 Q2	$414M	Buy	3,553,960 +81,291	+2%	+$9.03M	1.42%	26
2021 Q1	$359M	Buy	3,472,669 +785,195	+29%	+$76.7M	1.3%	28
2020 Q4	$225M	Buy	2,687,474 +1,491,412	+125%	+$106M	0.92%	36
2020 Q3	$74.7M	Buy	+1,196,062	New	+$64.7M	0.37%	57

Other funds holding WMS

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

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Berkshire Partners Boston, Massachusetts $4.96M AUM 59.38% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Select Equity Group's WMS Position: Q4 2022 in Review

Select Equity Group sold out of Advanced Drainage Systems (WMS) in Q4 2022, closing a stake of 336,817 shares — an estimated $41.9M sold.

Select Equity Group first reported a position in WMS in Q3 2020 and held it in 9 quarters. The position peaked at $414M in Q2 2021. 366 funds tracked by Wall St. Rank hold WMS as of Q4 2022.

Select Equity Group reported no remaining Advanced Drainage Systems position as of Q4 2022 after selling out during the quarter.
Select Equity Group sold 336,817 Advanced Drainage Systems shares in Q4 2022, an estimated $41.9M.
Select Equity Group first reported a position in Advanced Drainage Systems in Q3 2020 and held it in 9 quarters.
Select Equity Group's Advanced Drainage Systems position peaked at $414M in Q2 2021.
366 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q4 2022.

Based on Select Equity Group's 13F filing for Q4 2022, filed 14 Feb 2023.