Tandem Capital Management’s Williams Companies WMB Stock Holding History

Tandem Capital Management’s Portfolio WMB Stock Details WMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-32,072	Closed	-$832K	–	97
2021 Q3	$832K	Sell	32,072 -2,085	-6%	-$52.5K	0.52%	57
2021 Q2	$907K	Sell	34,157 -920	-3%	-$23.6K	0.57%	52
2021 Q1	$831K	Hold	35,077	–	–	0.57%	49
2020 Q4	$703K	Sell	35,077 -750	-2%	-$15.2K	0.53%	51
2020 Q3	$704K	Sell	35,827 -1,630	-4%	-$33.2K	0.62%	49
2020 Q2	$712K	Sell	37,457 -960	-2%	-$17.9K	0.7%	47
2020 Q1	$544K	Sell	38,417 -4,964	-11%	-$96.1K	0.61%	50
2019 Q4	$1.03M	Buy	+43,381	New	+$994K	0.88%	46

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Tandem Capital Management's WMB Position: Q4 2021 in Review

Tandem Capital Management sold out of Williams Companies (WMB) in Q4 2021, closing a stake of 32,072 shares — an estimated $832K sold.

Tandem Capital Management first reported a position in WMB in Q4 2019 and held it in 8 quarters. The position peaked at $1.03M in Q4 2019. 1,028 funds tracked by Wall St. Rank hold WMB as of Q4 2021.

Tandem Capital Management reported no remaining Williams Companies position as of Q4 2021 after selling out during the quarter.
Tandem Capital Management sold 32,072 Williams Companies shares in Q4 2021, an estimated $832K.
Tandem Capital Management first reported a position in Williams Companies in Q4 2019 and held it in 8 quarters.
Tandem Capital Management's Williams Companies position peaked at $1.03M in Q4 2019.
1,028 funds tracked by Wall St. Rank held Williams Companies as of Q4 2021.

Based on Tandem Capital Management's 13F filing for Q4 2021, filed 4 Feb 2022.