Waverton Investment Management’s New York Times NYT Stock Holding History

Waverton Investment Management’s Portfolio NYT Stock Details NYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-21,692	Closed	-$618K	–	64
2019 Q3	$618K	Sell	21,692 -2,913	-12%	-$91.9K	0.03%	70
2019 Q2	$803K	Buy	24,605 +454	+2%	+$15.1K	0.04%	67
2019 Q1	$793K	Buy	24,151 +396	+2%	+$11.7K	0.04%	63
2018 Q4	$529K	Buy	23,755 +2,169	+10%	+$55K	0.03%	66
2018 Q3	$500K	Hold	21,586	–	–	0.02%	71
2018 Q2	$559K	Buy	+21,586	New	+$508K	0.03%	67

Other funds holding NYT

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

DCP

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Echinus Advisors New York $881M AUM 6.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Waverton Investment Management's NYT Position: Q4 2019 in Review

Waverton Investment Management sold out of New York Times (NYT) in Q4 2019, closing a stake of 21,692 shares — an estimated $618K sold.

Waverton Investment Management first reported a position in NYT in Q2 2018 and held it in 6 quarters. The position peaked at $803K in Q2 2019. 283 funds tracked by Wall St. Rank hold NYT as of Q4 2019.

Waverton Investment Management reported no remaining New York Times position as of Q4 2019 after selling out during the quarter.
Waverton Investment Management sold 21,692 New York Times shares in Q4 2019, an estimated $618K.
Waverton Investment Management first reported a position in New York Times in Q2 2018 and held it in 6 quarters.
Waverton Investment Management's New York Times position peaked at $803K in Q2 2019.
283 funds tracked by Wall St. Rank held New York Times as of Q4 2019.

Based on Waverton Investment Management's 13F filing for Q4 2019, filed 22 Jan 2020.