Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s WD-40 WDFC Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio WDFC Stock Details WDFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-665
Closed -$204K – 1212
2021
Q1 		$204K Sell
665
-3,049
-82% -$925K ﹤0.01% 1138
2020
Q4 		$987K Hold
3,714
– – ﹤0.01% 992
2020
Q3 		$703K Hold
3,714
– – ﹤0.01% 1001
2020
Q2 		$736K Buy
+3,714
New +$674K ﹤0.01% 990
2019
Q2 		– Sell
-2,749
Closed -$466K – 1038
2019
Q1 		$466K Sell
2,749
-1,202
-30% -$212K ﹤0.01% 906
2018
Q4 		$725K Buy
+3,951
New +$669K ﹤0.01% 830

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Sumitomo Mitsui Trust Group's WDFC Position: Q2 2021 in Review

Sumitomo Mitsui Trust Group sold out of WD-40 (WDFC) in Q2 2021, closing a stake of 665 shares — an estimated $204K sold.

Sumitomo Mitsui Trust Group first reported a position in WDFC in Q4 2018 and held it in 6 quarters. The position peaked at $987K in Q4 2020. 315 funds tracked by Wall St. Rank hold WDFC as of Q2 2021.

  • Sumitomo Mitsui Trust Group reported no remaining WD-40 position as of Q2 2021 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 665 WD-40 shares in Q2 2021, an estimated $204K.
  • Sumitomo Mitsui Trust Group first reported a position in WD-40 in Q4 2018 and held it in 6 quarters.
  • Sumitomo Mitsui Trust Group's WD-40 position peaked at $987K in Q4 2020.
  • 315 funds tracked by Wall St. Rank held WD-40 as of Q2 2021.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2021, filed 2 Aug 2021.