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Asset Dedication LLC’s Douglas Dynamics PLOW Stock Holding History

Asset Dedication LLC’s Portfolio PLOW Stock Details PLOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-500
Closed -$23K – 864
2021
Q1 		$23K Hold
500
– – 0.01% 420
2020
Q4 		$21K Hold
500
– – ﹤0.01% 460
2020
Q3 		$17K Buy
+500
New +$18.5K ﹤0.01% 470

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Asset Dedication LLC's PLOW Position: Q2 2021 in Review

Asset Dedication LLC sold out of Douglas Dynamics (PLOW) in Q2 2021, closing a stake of 500 shares — an estimated $23K sold.

Asset Dedication LLC first reported a position in PLOW in Q3 2020 and held it in 3 quarters. The position peaked at $23K in Q1 2021. 142 funds tracked by Wall St. Rank hold PLOW as of Q2 2021.

  • Asset Dedication LLC reported no remaining Douglas Dynamics position as of Q2 2021 after selling out during the quarter.
  • Asset Dedication LLC sold 500 Douglas Dynamics shares in Q2 2021, an estimated $23K.
  • Asset Dedication LLC first reported a position in Douglas Dynamics in Q3 2020 and held it in 3 quarters.
  • Asset Dedication LLC's Douglas Dynamics position peaked at $23K in Q1 2021.
  • 142 funds tracked by Wall St. Rank held Douglas Dynamics as of Q2 2021.

Based on Asset Dedication LLC's 13F filing for Q2 2021, filed 21 Jul 2021.