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Alan B. Lancz & Associates’s DuPont de Nemours DD Stock Holding History

Alan B. Lancz & Associates’s Portfolio DD Stock Details DD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,735
Closed -$156K – 145
2023
Q1 		$156K Hold
1,735
– – 0.16% 146
2022
Q4 		$164K Buy
+1,735
New +$139K 0.17% 153
2022
Q3 		– Sell
-1,735
Closed -$133K – 164
2022
Q2 		$133K Buy
+1,735
New +$142K 0.13% 169

Other funds holding DD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Alan B. Lancz & Associates's DD Position: Q2 2023 in Review

Alan B. Lancz & Associates sold out of DuPont de Nemours (DD) in Q2 2023, closing a stake of 1,735 shares — an estimated $156K sold.

Alan B. Lancz & Associates first reported a position in DD in Q2 2022 and held it in 3 quarters. The position peaked at $164K in Q4 2022. 1,286 funds tracked by Wall St. Rank hold DD as of Q2 2023.

  • Alan B. Lancz & Associates reported no remaining DuPont de Nemours position as of Q2 2023 after selling out during the quarter.
  • Alan B. Lancz & Associates sold 1,735 DuPont de Nemours shares in Q2 2023, an estimated $156K.
  • Alan B. Lancz & Associates first reported a position in DuPont de Nemours in Q2 2022 and held it in 3 quarters.
  • Alan B. Lancz & Associates's DuPont de Nemours position peaked at $164K in Q4 2022.
  • 1,286 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2023.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2023, filed 9 Aug 2023.