SRAM
WSM icon

Stone Ridge Asset Management’s Williams-Sonoma WSM Stock Holding History

Stone Ridge Asset 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
2020
Q1 		– Sell
-57,602
Closed -$2.12M – 930
2019
Q4 		$2.12M Hold
57,602
– – 0.13% 184
2019
Q3 		$1.96M Hold
57,602
– – 0.12% 209
2019
Q2 		$1.87M Buy
57,602
+9,200
+19% +$264K 0.11% 216
2019
Q1 		$1.36M Sell
48,402
-12,102
-20% -$334K 0.08% 318
2018
Q4 		$1.53M Buy
60,504
+7,130
+13% +$204K 0.09% 252
2018
Q3 		$1.75M Buy
53,374
+5,000
+10% +$159K 0.09% 240
2018
Q2 		$1.49M Buy
48,374
+6,396
+15% +$171K 0.08% 260
2018
Q1 		$1.11M Buy
41,978
+9,600
+30% +$254K 0.06% 347
2017
Q4 		$837K Buy
+32,378
New +$825K 0.05% 478

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 $5.72T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return