Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s John Wiley & Sons Class A WLY Stock Holding History

Sumitomo Mitsui Trust Group’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
2024
Q3 		– Sell
-9,231
Closed -$376K – 1111
2024
Q2 		$376K Hold
9,231
– – ﹤0.01% 993
2024
Q1 		$352K Sell
9,231
-500
-5% -$17.1K ﹤0.01% 1052
2023
Q4 		$309K Buy
+9,731
New +$304K ﹤0.01% 1077

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Sumitomo Mitsui Trust Group's WLY Position: Q3 2024 in Review

Sumitomo Mitsui Trust Group sold out of John Wiley & Sons Class A (WLY) in Q3 2024, closing a stake of 9,231 shares — an estimated $376K sold.

Sumitomo Mitsui Trust Group first reported a position in WLY in Q4 2023 and held it in 3 quarters. The position peaked at $376K in Q2 2024. 235 funds tracked by Wall St. Rank hold WLY as of Q3 2024.

  • Sumitomo Mitsui Trust Group reported no remaining John Wiley & Sons Class A position as of Q3 2024 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 9,231 John Wiley & Sons Class A shares in Q3 2024, an estimated $376K.
  • Sumitomo Mitsui Trust Group first reported a position in John Wiley & Sons Class A in Q4 2023 and held it in 3 quarters.
  • Sumitomo Mitsui Trust Group's John Wiley & Sons Class A position peaked at $376K in Q2 2024.
  • 235 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2024.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2024, filed 5 Nov 2024.