Winslow Evans & Crocker’s Williams-Sonoma WSM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$6K	Hold	124	–	–	﹤0.01%	1067
2020 Q3	$6K	Hold	124	–	–	﹤0.01%	863
2020 Q2	$5K	Buy	+124	New	+$4.22K	﹤0.01%	903
2017 Q4	–	Sell	-800	Closed	-$19.9K	–	1162
2017 Q3	$19.9K	Sell	800 -8,800	-92%	-$205K	0.01%	664
2017 Q2	$233K	Sell	9,600 -500	-5%	-$12.8K	0.06%	289
2017 Q1	$271K	Buy	10,100 +500	+5%	+$12.2K	0.09%	249
2016 Q4	$232K	Hold	9,600	–	–	0.07%	269
2016 Q3	$245K	Hold	9,600	–	–	0.07%	268
2016 Q2	$250K	Hold	9,600	–	–	0.07%	248
2016 Q1	$263K	Sell	9,600 -80	-0.8%	-$2.17K	0.08%	225
2015 Q4	$283K	Sell	9,680 -220	-2%	-$7.53K	0.08%	238
2015 Q3	$378K	Hold	9,900	–	–	0.12%	179
2015 Q2	$407K	Hold	9,900	–	–	0.12%	189
2015 Q1	$395K	Hold	9,900	–	–	0.11%	194
2014 Q4	$375K	Hold	9,900	–	–	0.11%	196
2014 Q3	$330K	Hold	9,900	–	–	0.09%	230
2014 Q2	$355K	Buy	9,900 +600	+6%	+$19.7K	0.12%	191
2014 Q1	$310K	Hold	9,300	–	–	0.11%	211
2013 Q4	$271K	Buy	+9,300	New	+$260K	0.09%	229

Other funds holding WSM

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

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

HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return