SCM
WLH

Shoals Capital Management’s WILLIAM LYON HOMES WLH Stock Holding History

Shoals Capital Management’s Portfolio WLH Stock Details WLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-425,000
Closed -$8.65M – 21
2019
Q3 		$8.65M Buy
+425,000
New +$7.95M 11.9% 3

Other funds holding WLH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCIM
Burford Capital Investment Management Chicago, Illinois $6.17M AUM 38.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Shoals Capital Management's WLH Position: Q4 2019 in Review

Shoals Capital Management sold out of WILLIAM LYON HOMES (WLH) in Q4 2019, closing a stake of 425,000 shares — an estimated $8.65M sold.

Shoals Capital Management first reported a position in WLH in Q3 2019 and held it in 1 quarter. The position peaked at $8.65M in Q3 2019. 154 funds tracked by Wall St. Rank hold WLH as of Q4 2019.

  • Shoals Capital Management reported no remaining WILLIAM LYON HOMES position as of Q4 2019 after selling out during the quarter.
  • Shoals Capital Management sold 425,000 WILLIAM LYON HOMES shares in Q4 2019, an estimated $8.65M.
  • Shoals Capital Management first reported a position in WILLIAM LYON HOMES in Q3 2019 and held it in 1 quarter.
  • Shoals Capital Management's WILLIAM LYON HOMES position peaked at $8.65M in Q3 2019.
  • 154 funds tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q4 2019.

Based on Shoals Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.