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Summit Global Investments’s John Wiley & Sons Class A WLY Stock Holding History

Summit Global Investments’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
Q1 		– Sell
-44,484
Closed -$1.41M – 613
2023
Q4 		$1.41M Buy
+44,484
New +$1.39M 0.09% 174
2019
Q1 		– Sell
-77,815
Closed -$3.65M – 309
2018
Q4 		$3.65M Buy
+77,815
New +$4.19M 0.57% 58
2018
Q1 		– Sell
-9,800
Closed -$644K – 316
2017
Q4 		$644K Buy
+9,800
New +$567K 0.1% 130

Other funds holding WLY

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Summit Global Investments's WLY Position: Q1 2024 in Review

Summit Global Investments sold out of John Wiley & Sons Class A (WLY) in Q1 2024, closing a stake of 44,484 shares — an estimated $1.41M sold.

Summit Global Investments first reported a position in WLY in Q4 2017 and held it in 3 quarters. The position peaked at $3.65M in Q4 2018. 213 funds tracked by Wall St. Rank hold WLY as of Q1 2024.

  • Summit Global Investments reported no remaining John Wiley & Sons Class A position as of Q1 2024 after selling out during the quarter.
  • Summit Global Investments sold 44,484 John Wiley & Sons Class A shares in Q1 2024, an estimated $1.41M.
  • Summit Global Investments first reported a position in John Wiley & Sons Class A in Q4 2017 and held it in 3 quarters.
  • Summit Global Investments's John Wiley & Sons Class A position peaked at $3.65M in Q4 2018.
  • 213 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2024.

Based on Summit Global Investments's 13F filing for Q1 2024, filed 29 Apr 2024.