WCM Investment Management

WCM Investment Management’s BlackLine BL Stock Holding History

WCM Investment Management’s Portfolio BL Stock Details BL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-167,574	Closed	-$10.1M	–	211
2022 Q3	$10.1M	Buy	167,574 +3,053	+2%	+$205K	0.04%	121
2022 Q2	$11.3M	Sell	164,521 -38,501	-19%	-$2.64M	0.04%	115
2022 Q1	$14.9M	Buy	203,022 +77,320	+62%	+$6.25M	0.04%	97
2021 Q4	$13M	Buy	125,702 +18,417	+17%	+$2.14M	0.03%	112
2021 Q3	$12.7M	Buy	107,285 +901	+0.8%	+$104K	0.03%	103
2021 Q2	$11.8M	Buy	106,384 +29,950	+39%	+$3.27M	0.03%	103
2021 Q1	$8.29M	Sell	76,434 -22,369	-23%	-$2.79M	0.02%	121
2020 Q4	$13.2M	Buy	98,803 +317	+0.3%	+$35.4K	0.04%	83
2020 Q3	$8.83M	Buy	98,486 +2,849	+3%	+$239K	0.03%	98
2020 Q2	$7.93M	Sell	95,637 -25,547	-21%	-$1.71M	0.03%	88
2020 Q1	$6.38M	Buy	121,184 +33,836	+39%	+$1.98M	0.04%	79
2019 Q4	$4.5M	Buy	87,348 +63,421	+265%	+$3.17M	0.02%	121
2019 Q3	$1.14M	Sell	23,927 -25	-0.1%	-$1.24K	0.01%	125
2019 Q2	$1.28M	Sell	23,952 -514	-2%	-$25.6K	0.01%	112
2019 Q1	$1.13M	Buy	+24,466	New	+$1.15M	0.01%	114

Other funds holding BL

Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return