Slocum, Gordon & Co’s Wyndham Hotels & Resorts WH Stock Holding History

Slocum, Gordon & Co’s Portfolio WH Stock Details WH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-13	Closed	-$1.05K	–	124
2025 Q2	$1.05K	Hold	13	–	–	﹤0.01%	120
2025 Q1	$1.18K	Hold	13	–	–	﹤0.01%	129
2024 Q4	$1.31K	Hold	13	–	–	﹤0.01%	132
2024 Q3	$1.01K	Hold	13	–	–	﹤0.01%	132
2024 Q2	$962	Hold	13	–	–	﹤0.01%	143
2024 Q1	$997	Hold	13	–	–	﹤0.01%	128
2023 Q4	$1.04K	Hold	13	–	–	﹤0.01%	130
2023 Q3	$904	Buy	+13	New	+$964	﹤0.01%	143
2023 Q2	–	Sell	-13	Closed	-$882	–	162
2023 Q1	$882	Hold	13	–	–	﹤0.01%	134
2022 Q4	$927	Buy	+13	New	+$919	﹤0.01%	132

Other funds holding WH

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return