AA
DD icon

Apriem Advisors’s DuPont de Nemours DD Stock Holding History

Apriem Advisors’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
2020
Q1 		– Sell
-3,600
Closed -$290K – 119
2019
Q4 		$290K Hold
3,600
– – 0.06% 103
2019
Q3 		$322K Hold
3,600
– – 0.07% 93
2019
Q2 		$339K Sell
3,600
-1,755
-33% -$210K 0.11% 93
2019
Q1 		$723K Sell
5,355
-119
-2% -$16.5K 0.19% 61
2018
Q4 		$741K Buy
5,474
+119
+2% +$17.1K 0.26% 61
2018
Q3 		$872K Sell
5,355
-306
-5% -$52.6K 0.19% 63
2018
Q2 		$945K Hold
5,661
– – 0.21% 57
2018
Q1 		$913K Hold
5,661
– – 0.22% 50
2017
Q4 		$1.02M Sell
5,661
-128
-2% -$23.1K 0.25% 49
2017
Q3 		$1.01M Buy
+5,789
New +$966K 0.25% 51
2017
Q2 		– Sell
-276
Closed -$44K – 226
2017
Q1 		$44K Hold
276
– – 0.01% 249
2016
Q4 		$40K Hold
276
– – 0.01% 260
2016
Q3 		$36K Sell
276
-198
-42% -$26.4K 0.01% 257
2016
Q2 		$60K Buy
474
+198
+72% +$26K 0.02% 209
2016
Q1 		$36K Hold
276
– – 0.01% 242
2015
Q4 		$36K Sell
276
-10,708
-97% -$1.37M 0.01% 231
2015
Q3 		$1.18M Buy
10,984
+768
+8% +$89K 0.44% 42
2015
Q2 		$1.32M Buy
10,216
+1,570
+18% +$203K 0.45% 51
2015
Q1 		$1.05M Buy
+8,646
New +$1.03M 0.36% 58

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Apriem Advisors's DD Position: Q1 2020 in Review

Apriem Advisors sold out of DuPont de Nemours (DD) in Q1 2020, closing a stake of 3,600 shares — an estimated $290K sold.

Apriem Advisors first reported a position in DD in Q1 2015 and held it in 19 quarters. The position peaked at $1.32M in Q2 2015. 1,085 funds tracked by Wall St. Rank hold DD as of Q1 2020.

  • Apriem Advisors reported no remaining DuPont de Nemours position as of Q1 2020 after selling out during the quarter.
  • Apriem Advisors sold 3,600 DuPont de Nemours shares in Q1 2020, an estimated $290K.
  • Apriem Advisors first reported a position in DuPont de Nemours in Q1 2015 and held it in 19 quarters.
  • Apriem Advisors's DuPont de Nemours position peaked at $1.32M in Q2 2015.
  • 1,085 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2020.

Based on Apriem Advisors's 13F filing for Q1 2020, filed 7 May 2020.