Winslow Evans & Crocker’s WD-40 WDFC Stock Holding History

Winslow Evans & Crocker’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 Q3	–	Sell	-55	Closed	-$11K	–	1168
2020 Q2	$11K	Sell	55 -1	-2%	-$181	﹤0.01%	729
2020 Q1	$12K	Hold	56	–	–	﹤0.01%	683
2019 Q4	$12K	Hold	56	–	–	﹤0.01%	797
2019 Q3	$12K	Hold	56	–	–	﹤0.01%	781
2019 Q2	$10K	Hold	56	–	–	﹤0.01%	850
2019 Q1	$10K	Hold	56	–	–	﹤0.01%	837
2018 Q4	$12K	Hold	56	–	–	﹤0.01%	750
2018 Q3	$10K	Hold	56	–	–	﹤0.01%	810
2018 Q2	$10K	Hold	56	–	–	﹤0.01%	816
2018 Q1	$7.24K	Hold	56	–	–	﹤0.01%	849
2017 Q4	$6.49K	Hold	56	–	–	﹤0.01%	891
2017 Q3	$6.16K	Buy	56 +1	+2%	+$108	﹤0.01%	906
2017 Q2	$6.07K	Sell	55 -1	-2%	-$106	﹤0.01%	1023
2017 Q1	$5.99K	Hold	56	–	–	﹤0.01%	1003
2016 Q4	$6.43K	Hold	56	–	–	﹤0.01%	987
2016 Q3	$6.18K	Hold	56	–	–	﹤0.01%	1015
2016 Q2	$6.46K	Buy	56 +1	+2%	+$108	﹤0.01%	977
2016 Q1	$5.94K	Sell	55 -1	-2%	-$103	﹤0.01%	988
2015 Q4	$5.43K	Hold	56	–	–	﹤0.01%	1047
2015 Q3	$4.9K	Hold	56	–	–	﹤0.01%	1043
2015 Q2	$4.79K	Hold	56	–	–	﹤0.01%	1093
2015 Q1	$4.87K	Hold	56	–	–	﹤0.01%	1036
2014 Q4	$4.68K	Hold	56	–	–	﹤0.01%	1059
2014 Q3	$3.74K	Buy	56 +1	+2%	+$69	﹤0.01%	1154
2014 Q2	$4.14K	Hold	55	–	–	﹤0.01%	1073
2014 Q1	$4.27K	Hold	55	–	–	﹤0.01%	1063
2013 Q4	$4K	Buy	+55	New	+$3.93K	﹤0.01%	1192

Other funds holding WDFC

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Winslow Evans & Crocker's WDFC Position: Q3 2020 in Review

Winslow Evans & Crocker sold out of WD-40 (WDFC) in Q3 2020, closing a stake of 55 shares — an estimated $11K sold.

Winslow Evans & Crocker first reported a position in WDFC in Q4 2013 and held it in 27 quarters. The position peaked at $12K in Q1 2020. 287 funds tracked by Wall St. Rank hold WDFC as of Q3 2020.

Winslow Evans & Crocker reported no remaining WD-40 position as of Q3 2020 after selling out during the quarter.
Winslow Evans & Crocker sold 55 WD-40 shares in Q3 2020, an estimated $11K.
Winslow Evans & Crocker first reported a position in WD-40 in Q4 2013 and held it in 27 quarters.
Winslow Evans & Crocker's WD-40 position peaked at $12K in Q1 2020.
287 funds tracked by Wall St. Rank held WD-40 as of Q3 2020.

Based on Winslow Evans & Crocker's 13F filing for Q3 2020, filed 21 Oct 2020.