INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - WD-40 CO ownership

WD-40 CO's ticker is WDFC and the CUSIP is 929236107. A total of 5 filers reported holding WD-40 CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of WD-40 CO
ValueSharesWeighting
Q3 2023$4,878
+7.7%
240.0%0.00%0.0%
Q2 2023$4,528
+6.0%
240.0%0.00%0.0%
Q1 2023$4,273
+10.4%
240.0%0.00%0.0%
Q4 2022$3,869
-3.3%
24
+20.0%
0.00%0.0%
Q3 2022$4,0000.0%200.0%0.00%0.0%
Q2 2022$4,0000.0%200.0%0.00%0.0%
Q1 2022$4,000
-20.0%
200.0%0.00%0.0%
Q4 2021$5,0000.0%200.0%0.00%0.0%
Q3 2021$5,0000.0%200.0%0.00%0.0%
Q2 2021$5,000
-16.7%
200.0%0.00%0.0%
Q1 2021$6,000
-40.0%
20
-45.9%
0.00%
-50.0%
Q4 2020$10,000
+42.9%
370.0%0.00%0.0%
Q3 2020$7,0000.0%370.0%0.00%
+100.0%
Q2 2020$7,0000.0%370.0%0.00%
-50.0%
Q1 2020$7,0000.0%370.0%0.00%
+100.0%
Q4 2019$7,0000.0%370.0%0.00%
-50.0%
Q3 2019$7,000
+16.7%
370.0%0.00%
+100.0%
Q2 2019$6,000
-33.3%
37
-32.7%
0.00%
-50.0%
Q1 2019$9,000
-10.0%
550.0%0.00%0.0%
Q4 2018$10,000
+11.1%
550.0%0.00%0.0%
Q3 2018$9,000
+50.0%
55
+34.1%
0.00%
+100.0%
Q2 2018$6,000
+20.0%
410.0%0.00%0.0%
Q1 2018$5,000410.00%
Other shareholders
WD-40 CO shareholders Q4 2023
NameSharesValueWeighting ↓
Regal Partners Ltd 255,636$22,769,0009.16%
CAPITAL MANAGEMENT ASSOCIATES /NY/ 14,700$1,309,0002.02%
VALUE HOLDINGS LP 19,093$1,701,0001.23%
SPRINGBANK VALUE PARTNERS LP 5,800$517,0000.99%
PARNASSUS INVESTMENTS, LLC 1,311,090$111,464,0000.82%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 525,089$46,770,0000.79%
GW&K Investment Management, LLC 331,011$29,483,0000.70%
STRATTON MANAGEMENT CO 66,250$5,901,0000.68%
REIK & CO., LLC 15,300$1,363,0000.48%
Wellington Shields Capital Management, LLC 19,920$1,774,0000.31%
View complete list of WD-40 CO shareholders