Weil Company’s Williams-Sonoma WSM Stock Holding History

Weil Company’s Portfolio WSM Stock Details WSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-500	Closed	-$17K	–	342
2019 Q3	$17K	Buy	+500	New	+$16.6K	0.01%	253

Other funds holding WSM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

HMP

HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Weil Company's WSM Position: Q4 2019 in Review

Weil Company sold out of Williams-Sonoma (WSM) in Q4 2019, closing a stake of 500 shares — an estimated $17K sold.

Weil Company first reported a position in WSM in Q3 2019 and held it in 1 quarter. The position peaked at $17K in Q3 2019. 441 funds tracked by Wall St. Rank hold WSM as of Q4 2019.

Weil Company reported no remaining Williams-Sonoma position as of Q4 2019 after selling out during the quarter.
Weil Company sold 500 Williams-Sonoma shares in Q4 2019, an estimated $17K.
Weil Company first reported a position in Williams-Sonoma in Q3 2019 and held it in 1 quarter.
Weil Company's Williams-Sonoma position peaked at $17K in Q3 2019.
441 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2019.

Based on Weil Company's 13F filing for Q4 2019, filed 13 Feb 2020.