Spark Investment Management’s John Wiley & Sons Class A WLY Stock Holding History

Spark Investment Management’s Portfolio WLY Stock Details WLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-20,200	Closed	-$980K	–	541
2019 Q4	$980K	Hold	20,200	–	–	0.11%	249
2019 Q3	$887K	Buy	+20,200	New	+$901K	0.11%	204
2015 Q4	–	Sell	-12,300	Closed	-$615K	–	864
2015 Q3	$615K	Hold	12,300	–	–	0.08%	338
2015 Q2	$668K	Buy	+12,300	New	+$714K	0.09%	296
2014 Q3	–	Sell	-6,200	Closed	-$375K	–	732
2014 Q2	$375K	Buy	+6,200	New	+$352K	0.06%	403

Other funds holding WLY

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

CIP

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Spark Investment Management's WLY Position: Q1 2020 in Review

Spark Investment Management sold out of John Wiley & Sons Class A (WLY) in Q1 2020, closing a stake of 20,200 shares — an estimated $980K sold.

Spark Investment Management first reported a position in WLY in Q2 2014 and held it in 5 quarters. The position peaked at $980K in Q4 2019. 225 funds tracked by Wall St. Rank hold WLY as of Q1 2020.

Spark Investment Management reported no remaining John Wiley & Sons Class A position as of Q1 2020 after selling out during the quarter.
Spark Investment Management sold 20,200 John Wiley & Sons Class A shares in Q1 2020, an estimated $980K.
Spark Investment Management first reported a position in John Wiley & Sons Class A in Q2 2014 and held it in 5 quarters.
Spark Investment Management's John Wiley & Sons Class A position peaked at $980K in Q4 2019.
225 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2020.

Based on Spark Investment Management's 13F filing for Q1 2020, filed 12 May 2020.