Trust Company of Vermont’s Wayfair W Stock Holding History

Trust Company of Vermont’s Portfolio W Stock Details W Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1	Closed	-$34	–	912
2023 Q1	$34	Hold	1	–	–	﹤0.01%	870
2022 Q4	$33	Hold	1	–	–	﹤0.01%	868
2022 Q3	$0	Hold	1	–	–	﹤0.01%	1034
2022 Q2	$0	Buy	+1	New	+$70	﹤0.01%	917
2019 Q2	–	Sell	-6	Closed	-$1K	–	1048
2019 Q1	$1K	Buy	+6	New	+$783	﹤0.01%	962

Other funds holding W

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

GHP

Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return

Trust Company of Vermont's W Position: Q2 2023 in Review

Trust Company of Vermont sold out of Wayfair (W) in Q2 2023, closing a stake of 1 share — an estimated $34 sold.

Trust Company of Vermont first reported a position in W in Q1 2019 and held it in 5 quarters. The position peaked at $1K in Q1 2019. 307 funds tracked by Wall St. Rank hold W as of Q2 2023.

Trust Company of Vermont reported no remaining Wayfair position as of Q2 2023 after selling out during the quarter.
Trust Company of Vermont sold 1 Wayfair share in Q2 2023, an estimated $34.
Trust Company of Vermont first reported a position in Wayfair in Q1 2019 and held it in 5 quarters.
Trust Company of Vermont's Wayfair position peaked at $1K in Q1 2019.
307 funds tracked by Wall St. Rank held Wayfair as of Q2 2023.

Based on Trust Company of Vermont's 13F filing for Q2 2023, filed 17 Jul 2023.