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Atom Investors’s Donnelley Financial Solutions DFIN Stock Holding History

Atom Investors’s Portfolio DFIN Stock Details DFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8,393
Closed -$382K – 452
2023
Q2 		$382K Buy
+8,393
New +$370K 0.15% 146
2020
Q4 		– Sell
-13,542
Closed -$181K – 425
2020
Q3 		$181K Buy
+13,542
New +$140K 0.02% 368

Other funds holding DFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atom Investors's DFIN Position: Q3 2023 in Review

Atom Investors sold out of Donnelley Financial Solutions (DFIN) in Q3 2023, closing a stake of 8,393 shares — an estimated $382K sold.

Atom Investors first reported a position in DFIN in Q3 2020 and held it in 2 quarters. The position peaked at $382K in Q2 2023. 213 funds tracked by Wall St. Rank hold DFIN as of Q3 2023.

  • Atom Investors reported no remaining Donnelley Financial Solutions position as of Q3 2023 after selling out during the quarter.
  • Atom Investors sold 8,393 Donnelley Financial Solutions shares in Q3 2023, an estimated $382K.
  • Atom Investors first reported a position in Donnelley Financial Solutions in Q3 2020 and held it in 2 quarters.
  • Atom Investors's Donnelley Financial Solutions position peaked at $382K in Q2 2023.
  • 213 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q3 2023.

Based on Atom Investors's 13F filing for Q3 2023, filed 14 Nov 2023.