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Weld Capital Management’s WD-40 WDFC Stock Holding History

Weld Capital Management’s Portfolio WDFC Stock Details WDFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,528
Closed -$289K – 705
2020
Q3 		$289K Buy
+1,528
New +$300K 0.11% 296
2020
Q1 		– Sell
-4,956
Closed -$962K – 733
2019
Q4 		$962K Buy
+4,956
New +$934K 0.19% 192

Other funds holding WDFC

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Weld Capital Management's WDFC Position: Q4 2020 in Review

Weld Capital Management sold out of WD-40 (WDFC) in Q4 2020, closing a stake of 1,528 shares — an estimated $289K sold.

Weld Capital Management first reported a position in WDFC in Q4 2019 and held it in 2 quarters. The position peaked at $962K in Q4 2019. 316 funds tracked by Wall St. Rank hold WDFC as of Q4 2020.

  • Weld Capital Management reported no remaining WD-40 position as of Q4 2020 after selling out during the quarter.
  • Weld Capital Management sold 1,528 WD-40 shares in Q4 2020, an estimated $289K.
  • Weld Capital Management first reported a position in WD-40 in Q4 2019 and held it in 2 quarters.
  • Weld Capital Management's WD-40 position peaked at $962K in Q4 2019.
  • 316 funds tracked by Wall St. Rank held WD-40 as of Q4 2020.

Based on Weld Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.