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Westover Capital Advisors’s WillScot Mobile Mini Holdings WSC Stock Holding History

Westover Capital Advisors’s Portfolio WSC Stock Details WSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-55,930
Closed -$2.33M – 190
2023
Q3 		$2.33M Buy
55,930
+3,554
+7% +$156K 0.84% 33
2023
Q2 		$2.5M Buy
52,376
+42,475
+429% +$1.9M 0.87% 33
2023
Q1 		$464K Buy
+9,901
New +$477K 0.17% 103

Other funds holding WSC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Westover Capital Advisors's WSC Position: Q4 2023 in Review

Westover Capital Advisors sold out of WillScot Mobile Mini Holdings (WSC) in Q4 2023, closing a stake of 55,930 shares — an estimated $2.33M sold.

Westover Capital Advisors first reported a position in WSC in Q1 2023 and held it in 3 quarters. The position peaked at $2.5M in Q2 2023. 419 funds tracked by Wall St. Rank hold WSC as of Q4 2023.

  • Westover Capital Advisors reported no remaining WillScot Mobile Mini Holdings position as of Q4 2023 after selling out during the quarter.
  • Westover Capital Advisors sold 55,930 WillScot Mobile Mini Holdings shares in Q4 2023, an estimated $2.33M.
  • Westover Capital Advisors first reported a position in WillScot Mobile Mini Holdings in Q1 2023 and held it in 3 quarters.
  • Westover Capital Advisors's WillScot Mobile Mini Holdings position peaked at $2.5M in Q2 2023.
  • 419 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q4 2023.

Based on Westover Capital Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.