Winslow Evans & Crocker’s Wayfair W Stock Holding History

Winslow Evans & Crocker’s Portfolio W Stock Details W Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$8K	Hold	35	–	–	﹤0.01%	1005
2020 Q3	$10K	Hold	35	–	–	﹤0.01%	760
2020 Q2	$7K	Sell	35 -1	-3%	-$150	﹤0.01%	819
2020 Q1	$2K	Hold	36	–	–	﹤0.01%	1078
2019 Q4	$4K	Hold	36	–	–	﹤0.01%	1037
2019 Q3	$4K	Hold	36	–	–	﹤0.01%	1032
2019 Q2	$6K	Hold	36	–	–	﹤0.01%	960
2019 Q1	$6K	Hold	36	–	–	﹤0.01%	965
2018 Q4	$4K	Buy	+36	New	+$3.79K	﹤0.01%	972

Other funds holding W

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Winslow Evans & Crocker's W Position: Q4 2020 in Review

Winslow Evans & Crocker held its Wayfair (W) position steady in Q4 2020 at 35 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Winslow Evans & Crocker first reported a position in W in Q4 2018 and has held it in 9 quarters since. The position peaked at $10K in Q3 2020. 407 funds tracked by Wall St. Rank hold W as of Q4 2020.

Winslow Evans & Crocker held 35 shares of Wayfair worth $8K as of Q4 2020.
Winslow Evans & Crocker left its Wayfair share count unchanged in Q4 2020.
Wayfair made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1005 holding.
Winslow Evans & Crocker first reported a position in Wayfair in Q4 2018 and has held it in 9 quarters since.
Winslow Evans & Crocker's Wayfair position peaked at $10K in Q3 2020.
407 funds tracked by Wall St. Rank held Wayfair as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.