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Tiverton Asset Management’s John Wiley & Sons Class A WLY Stock Holding History

Tiverton Asset Management’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
2019
Q3 		$517K Buy
11,767
+4,273
+57% +$191K 0.02% 393
2019
Q2 		$344K Buy
+7,494
New +$341K 0.01% 476

Other funds holding WLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Tiverton Asset Management's WLY Position: Q3 2019 in Review

Tiverton Asset Management increased its John Wiley & Sons Class A (WLY) stake by 57% in Q3 2019, buying an estimated $191K and bringing the position to 11,767 shares worth $517K. The position accounts for 0.02% of the portfolio, ranked #393.

Tiverton Asset Management first reported a position in WLY in Q2 2019 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold WLY as of Q3 2019.

  • Tiverton Asset Management held 11,767 shares of John Wiley & Sons Class A worth $517K as of Q3 2019.
  • Tiverton Asset Management bought 4,273 John Wiley & Sons Class A shares in Q3 2019, an estimated $191K.
  • John Wiley & Sons Class A made up 0.02% of Tiverton Asset Management's portfolio in Q3 2019, its #393 holding.
  • Tiverton Asset Management first reported a position in John Wiley & Sons Class A in Q2 2019 and has held it in 2 quarters since.
  • 235 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2019.

Based on Tiverton Asset Management's 13F filing for Q3 2019, filed 13 Nov 2019.