Annex Advisory Services LLC Purchases Shares of 2,797 Winmark Co. (NASDAQ:WINA)

Annex Advisory Services LLC purchased a new stake in Winmark Co. (NASDAQ:WINA) during the fourth quarter, HoldingsChannel.com reports. The firm purchased 2,797 shares of the specialty retailer’s stock, valued at approximately $1,099,000.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in WINA. Rockefeller Capital Management L.P. acquired a new position in Winmark in the third quarter valued at about $9,168,000. CWA Asset Management Group LLC acquired a new position in shares of Winmark during the third quarter worth approximately $5,102,000. Barclays PLC lifted its position in shares of Winmark by 117.7% during the third quarter. Barclays PLC now owns 6,073 shares of the specialty retailer’s stock worth $2,325,000 after purchasing an additional 3,284 shares in the last quarter. Eagle Asset Management Inc. lifted its position in shares of Winmark by 14.2% during the third quarter. Eagle Asset Management Inc. now owns 21,372 shares of the specialty retailer’s stock worth $8,772,000 after purchasing an additional 2,655 shares in the last quarter. Finally, Envestnet Asset Management Inc. lifted its position in shares of Winmark by 30.4% during the second quarter. Envestnet Asset Management Inc. now owns 11,373 shares of the specialty retailer’s stock worth $4,011,000 after purchasing an additional 2,653 shares in the last quarter. 73.32% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Winmark news, COO Renae M. Gaudette sold 1,500 shares of the company’s stock in a transaction that occurred on Friday, October 25th. The shares were sold at an average price of $380.11, for a total value of $570,165.00. Following the completion of the sale, the chief operating officer now owns 15,060 shares of the company’s stock, valued at approximately $5,724,456.60. This represents a 9.06 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, major shareholder Ronald G. Olson sold 2,741 shares of the company’s stock in a transaction that occurred on Friday, November 22nd. The shares were sold at an average price of $407.70, for a total transaction of $1,117,505.70. Following the completion of the sale, the insider now directly owns 149,994 shares of the company’s stock, valued at $61,152,553.80. The trade was a 1.79 % decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 7,900 shares of company stock valued at $3,239,855 over the last ninety days. Insiders own 10.60% of the company’s stock.

Winmark Price Performance

WINA opened at $392.40 on Tuesday. The company has a market cap of $1.38 billion, a price-to-earnings ratio of 35.90 and a beta of 0.83. The firm has a 50 day simple moving average of $400.17 and a 200 day simple moving average of $383.82. Winmark Co. has a fifty-two week low of $330.25 and a fifty-two week high of $431.67.

Winmark Profile

Winmark Corporation, a resale company operates as a franchisor for small business in the United States and Canada. The company franchises retail stores concepts that buy, sell and trade merchandise. It also operates middle-market equipment leasing business. In addition, the company buys and sells used clothing and accessories geared toward the teenage and young adult market under Plato’s Closet brand; and operates stores which buys and sells used and new children’s clothing, toys, furniture, equipment, and accessories primarily to parents of children ages infant to 12 years under the Once Upon A Child brand.