WCM
WSM icon

Winton Capital Management’s Williams-Sonoma WSM Stock Holding History

Winton Capital Management’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
2014
Q1 		$9.65M Sell
289,534
-140,368
-33% -$4.09M 0.07% 339
2013
Q4 		$12.5M Buy
429,902
+134,968
+46% +$3.77M 0.11% 284
2013
Q3 		$8.29M Buy
294,934
+260,994
+769% +$7.56M 0.1% 298
2013
Q2 		$948K Buy
+33,940
New +$915K 0.01% 515

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Winton Capital Management's WSM Position: Q1 2014 in Review

Winton Capital Management reduced its Williams-Sonoma (WSM) stake by 33% in Q1 2014, selling an estimated $4.09M and leaving 289,534 shares worth $9.65M. The position accounts for 0.07% of the portfolio, ranked #339.

Winton Capital Management first reported a position in WSM in Q2 2013 and has held it in 4 quarters since. The position peaked at $12.5M in Q4 2013. 302 funds tracked by Wall St. Rank hold WSM as of Q1 2014.

  • Winton Capital Management held 289,534 shares of Williams-Sonoma worth $9.65M as of Q1 2014.
  • Winton Capital Management sold 140,368 Williams-Sonoma shares in Q1 2014, an estimated $4.09M.
  • Williams-Sonoma made up 0.07% of Winton Capital Management's portfolio in Q1 2014, its #339 holding.
  • Winton Capital Management first reported a position in Williams-Sonoma in Q2 2013 and has held it in 4 quarters since.
  • Winton Capital Management's Williams-Sonoma position peaked at $12.5M in Q4 2013.
  • 302 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.