Atwood & Palmer’s Douglas Emmett DEI Stock Holding History

Atwood & Palmer’s Portfolio DEI Stock Details DEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-500	Closed	-$8.79K	–	475
2024 Q3	$8.79K	Hold	500	–	–	﹤0.01%	349
2024 Q2	$6.66K	Hold	500	–	–	﹤0.01%	354
2024 Q1	$6.93K	Hold	500	–	–	﹤0.01%	328
2023 Q4	$7.25K	Hold	500	–	–	﹤0.01%	333
2023 Q3	$6.38K	Hold	500	–	–	﹤0.01%	329
2023 Q2	$6.29K	Hold	500	–	–	﹤0.01%	336
2023 Q1	$6.17K	Hold	500	–	–	﹤0.01%	322
2022 Q4	$7.84K	Hold	500	–	–	﹤0.01%	332
2022 Q3	$9K	Hold	500	–	–	﹤0.01%	307
2022 Q2	$11K	Hold	500	–	–	﹤0.01%	320
2022 Q1	$17K	Hold	500	–	–	﹤0.01%	333
2021 Q4	$17K	Hold	500	–	–	﹤0.01%	329
2021 Q3	$16K	Hold	500	–	–	﹤0.01%	323
2021 Q2	$17K	Hold	500	–	–	﹤0.01%	301
2021 Q1	$16K	Hold	500	–	–	﹤0.01%	312
2020 Q4	$15K	Hold	500	–	–	﹤0.01%	294
2020 Q3	$13K	Hold	500	–	–	﹤0.01%	255
2020 Q2	$15K	Hold	500	–	–	﹤0.01%	241
2020 Q1	$15K	Hold	500	–	–	﹤0.01%	235
2019 Q4	$22K	Hold	500	–	–	﹤0.01%	218
2019 Q3	$21K	Hold	500	–	–	﹤0.01%	228
2019 Q2	$20K	Hold	500	–	–	﹤0.01%	222
2019 Q1	$20K	Hold	500	–	–	﹤0.01%	219
2018 Q4	$17K	Hold	500	–	–	﹤0.01%	223
2018 Q3	$19K	Hold	500	–	–	﹤0.01%	237
2018 Q2	$20K	Hold	500	–	–	﹤0.01%	234
2018 Q1	$18K	Hold	500	–	–	﹤0.01%	231
2017 Q4	$21K	Hold	500	–	–	﹤0.01%	221
2017 Q3	$20K	Hold	500	–	–	﹤0.01%	225
2017 Q2	$19K	Hold	500	–	–	﹤0.01%	233
2017 Q1	$19K	Hold	500	–	–	﹤0.01%	226
2016 Q4	$18K	Hold	500	–	–	﹤0.01%	237
2016 Q3	$18K	Hold	500	–	–	﹤0.01%	231
2016 Q2	$18K	Hold	500	–	–	﹤0.01%	229
2016 Q1	$15K	Hold	500	–	–	﹤0.01%	242
2015 Q4	$16K	Hold	500	–	–	﹤0.01%	289
2015 Q3	$14K	Sell	500 -200	-29%	-$5.8K	﹤0.01%	302
2015 Q2	$19K	Hold	700	–	–	﹤0.01%	252
2015 Q1	$21K	Hold	700	–	–	﹤0.01%	230
2014 Q4	$20K	Hold	700	–	–	﹤0.01%	252
2014 Q3	$18K	Hold	700	–	–	﹤0.01%	265
2014 Q2	$20K	Buy	+700	New	+$19.5K	0.01%	237

Other funds holding DEI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

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

Atwood & Palmer's DEI Position: Q4 2024 in Review

Atwood & Palmer sold out of Douglas Emmett (DEI) in Q4 2024, closing a stake of 500 shares — an estimated $8.79K sold.

Atwood & Palmer first reported a position in DEI in Q2 2014 and held it in 42 quarters. The position peaked at $22K in Q4 2019. 276 funds tracked by Wall St. Rank hold DEI as of Q4 2024.

Atwood & Palmer reported no remaining Douglas Emmett position as of Q4 2024 after selling out during the quarter.
Atwood & Palmer sold 500 Douglas Emmett shares in Q4 2024, an estimated $8.79K.
Atwood & Palmer first reported a position in Douglas Emmett in Q2 2014 and held it in 42 quarters.
Atwood & Palmer's Douglas Emmett position peaked at $22K in Q4 2019.
276 funds tracked by Wall St. Rank held Douglas Emmett as of Q4 2024.

Based on Atwood & Palmer's 13F filing for Q4 2024, filed 16 Jan 2025.