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AUA Capital Management’s Donnelley Financial Solutions DFIN Stock Holding History

AUA Capital Management’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
Q1 		– Sell
-34
Closed -$1.31K – 150
2022
Q4 		$1.31K Hold
34
– – ﹤0.01% 297
2022
Q3 		$1K Hold
34
– – ﹤0.01% 299
2022
Q2 		$1K Buy
34
+7
+26% +$208 ﹤0.01% 315
2022
Q1 		$1K Buy
+27
New +$963 ﹤0.01% 330

Other funds holding DFIN

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AUA Capital Management's DFIN Position: Q1 2023 in Review

AUA Capital Management sold out of Donnelley Financial Solutions (DFIN) in Q1 2023, closing a stake of 34 shares — an estimated $1.31K sold.

AUA Capital Management first reported a position in DFIN in Q1 2022 and held it in 4 quarters. The position peaked at $1.31K in Q4 2022. 196 funds tracked by Wall St. Rank hold DFIN as of Q1 2023.

  • AUA Capital Management reported no remaining Donnelley Financial Solutions position as of Q1 2023 after selling out during the quarter.
  • AUA Capital Management sold 34 Donnelley Financial Solutions shares in Q1 2023, an estimated $1.31K.
  • AUA Capital Management first reported a position in Donnelley Financial Solutions in Q1 2022 and held it in 4 quarters.
  • AUA Capital Management's Donnelley Financial Solutions position peaked at $1.31K in Q4 2022.
  • 196 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2023.

Based on AUA Capital Management's 13F filing for Q1 2023, filed 20 Apr 2023.