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Spark Investment Management’s Williams-Sonoma WSM Stock Holding History

Spark Investment Management’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
2019
Q2 		– Sell
-93,600
Closed -$2.63M – 716
2019
Q1 		$2.63M Buy
+93,600
New +$2.58M 0.12% 210
2018
Q2 		– Sell
-95,600
Closed -$2.52M – 741
2018
Q1 		$2.52M Sell
95,600
-87,800
-48% -$2.32M 0.16% 193
2017
Q4 		$4.74M Buy
+183,400
New +$4.68M 0.25% 122
2016
Q1 		– Sell
-42,800
Closed -$1.25M – 846
2015
Q4 		$1.25M Buy
+42,800
New +$1.47M 0.16% 194

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Spark Investment Management's WSM Position: Q2 2019 in Review

Spark Investment Management sold out of Williams-Sonoma (WSM) in Q2 2019, closing a stake of 93,600 shares — an estimated $2.63M sold.

Spark Investment Management first reported a position in WSM in Q4 2015 and held it in 4 quarters. The position peaked at $4.74M in Q4 2017. 407 funds tracked by Wall St. Rank hold WSM as of Q2 2019.

  • Spark Investment Management reported no remaining Williams-Sonoma position as of Q2 2019 after selling out during the quarter.
  • Spark Investment Management sold 93,600 Williams-Sonoma shares in Q2 2019, an estimated $2.63M.
  • Spark Investment Management first reported a position in Williams-Sonoma in Q4 2015 and held it in 4 quarters.
  • Spark Investment Management's Williams-Sonoma position peaked at $4.74M in Q4 2017.
  • 407 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2019.

Based on Spark Investment Management's 13F filing for Q2 2019, filed 12 Aug 2019.