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

Ziegler 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
2020
Q2 		– Sell
-134,720
Closed -$2.87M – 523
2020
Q1 		$2.87M Buy
+134,720
New +$4.28M 0.08% 256

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Ziegler Capital Management's WSM Position: Q2 2020 in Review

Ziegler Capital Management sold out of Williams-Sonoma (WSM) in Q2 2020, closing a stake of 134,720 shares — an estimated $2.87M sold.

Ziegler Capital Management first reported a position in WSM in Q1 2020 and held it in 1 quarter. The position peaked at $2.87M in Q1 2020. 439 funds tracked by Wall St. Rank hold WSM as of Q2 2020.

  • Ziegler Capital Management reported no remaining Williams-Sonoma position as of Q2 2020 after selling out during the quarter.
  • Ziegler Capital Management sold 134,720 Williams-Sonoma shares in Q2 2020, an estimated $2.87M.
  • Ziegler Capital Management first reported a position in Williams-Sonoma in Q1 2020 and held it in 1 quarter.
  • Ziegler Capital Management's Williams-Sonoma position peaked at $2.87M in Q1 2020.
  • 439 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2020.

Based on Ziegler Capital Management's 13F filing for Q2 2020, filed 24 Jul 2020.