AJ Wealth Strategies’s Diversified Restaurant Holdings, Inc. Common stock SAUC Stock Holding History

AJ Wealth Strategies’s Portfolio SAUC Stock Details SAUC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-11,300	Closed	-$7K	–	127
2019 Q3	$7K	Hold	11,300	–	–	﹤0.01%	117
2019 Q2	$8K	Hold	11,300	–	–	﹤0.01%	106
2019 Q1	$10K	Hold	11,300	–	–	﹤0.01%	108
2018 Q4	$11K	Hold	11,300	–	–	﹤0.01%	94
2018 Q3	$16K	Hold	11,300	–	–	﹤0.01%	105
2018 Q2	$14K	Buy	+11,300	New	+$14.2K	﹤0.01%	97

Other funds holding SAUC

GLAM

Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return

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

PFBT

Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Greytown Advisors Miami, Florida $170M AUM 15.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AJ Wealth Strategies's SAUC Position: Q4 2019 in Review

AJ Wealth Strategies sold out of Diversified Restaurant Holdings, Inc. Common stock (SAUC) in Q4 2019, closing a stake of 11,300 shares — an estimated $7K sold.

AJ Wealth Strategies first reported a position in SAUC in Q2 2018 and held it in 6 quarters. The position peaked at $16K in Q3 2018. 16 funds tracked by Wall St. Rank hold SAUC as of Q4 2019.

AJ Wealth Strategies reported no remaining Diversified Restaurant Holdings, Inc. Common stock position as of Q4 2019 after selling out during the quarter.
AJ Wealth Strategies sold 11,300 Diversified Restaurant Holdings, Inc. Common stock shares in Q4 2019, an estimated $7K.
AJ Wealth Strategies first reported a position in Diversified Restaurant Holdings, Inc. Common stock in Q2 2018 and held it in 6 quarters.
AJ Wealth Strategies's Diversified Restaurant Holdings, Inc. Common stock position peaked at $16K in Q3 2018.
16 funds tracked by Wall St. Rank held Diversified Restaurant Holdings, Inc. Common stock as of Q4 2019.

Based on AJ Wealth Strategies's 13F filing for Q4 2019, filed 14 Feb 2020.