SLA
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Silver Lake Advisory’s Williams-Sonoma WSM Stock Holding History

Silver Lake Advisory’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
2018
Q3 		– Sell
-138,510
Closed -$3.36M – 102
2018
Q2 		$3.36M Buy
+138,510
New +$3.71M 2.68% 13
2018
Q1 		– Sell
-135,260
Closed -$3.5M – 88
2017
Q4 		$3.5M Sell
135,260
-1,066
-0.8% -$27.2K 2.49% 11
2017
Q3 		$3.4M Sell
136,326
-3,306
-2% -$76.9K 2.59% 11
2017
Q2 		$3.39M Buy
139,632
+924
+0.7% +$23.6K 2.51% 13
2017
Q1 		$3.72M Buy
138,708
+13,342
+11% +$325K 2.8% 11
2016
Q4 		$3.03M Buy
125,366
+48,808
+64% +$1.24M 2.34% 13
2016
Q3 		$1.96M Buy
76,558
+2,228
+3% +$58.3K 1.46% 30
2016
Q2 		$1.94M Buy
+74,330
New +$2.04M 1.44% 33

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return