WCM
GMS

Weld Capital Management’s GMS Inc GMS Stock Holding History

Weld Capital Management’s Portfolio GMS Stock Details GMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-8,261
Closed -$237K – 730
2019
Q3 		$237K Sell
8,261
-12,297
-60% -$301K 0.04% 648
2019
Q2 		$452K Sell
20,558
-8,334
-29% -$150K 0.08% 417
2019
Q1 		$437K Buy
+28,892
New +$522K 0.08% 426

Other funds holding GMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Weld Capital Management's GMS Position: Q4 2019 in Review

Weld Capital Management sold out of GMS Inc (GMS) in Q4 2019, closing a stake of 8,261 shares — an estimated $237K sold.

Weld Capital Management first reported a position in GMS in Q1 2019 and held it in 3 quarters. The position peaked at $452K in Q2 2019. 193 funds tracked by Wall St. Rank hold GMS as of Q4 2019.

  • Weld Capital Management reported no remaining GMS Inc position as of Q4 2019 after selling out during the quarter.
  • Weld Capital Management sold 8,261 GMS Inc shares in Q4 2019, an estimated $237K.
  • Weld Capital Management first reported a position in GMS Inc in Q1 2019 and held it in 3 quarters.
  • Weld Capital Management's GMS Inc position peaked at $452K in Q2 2019.
  • 193 funds tracked by Wall St. Rank held GMS Inc as of Q4 2019.

Based on Weld Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.