Bank Julius Baer & Co
DRE

Bank Julius Baer & Co’s Duke Realty Corp. DRE Stock Holding History

Bank Julius Baer & Co’s Portfolio DRE Stock Details DRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-21,160
Closed -$1.02M – 607
2022
Q3 		$1.02M Sell
21,160
-13,770
-39% -$806K 0.01% 249
2022
Q2 		$1.92M Buy
34,930
+3,438
+11% +$188K 0.01% 212
2022
Q1 		$1.83M Sell
31,492
-861
-3% -$48.8K 0.01% 228
2021
Q4 		$2.12M Sell
32,353
-9,725
-23% -$562K 0.01% 268
2021
Q3 		$2.01M Sell
42,078
-3,645
-8% -$184K 0.01% 255
2021
Q2 		$2.17M Sell
45,723
-9,091
-17% -$420K 0.01% 274
2021
Q1 		$2.3M Buy
54,814
+17,386
+46% +$701K 0.02% 257
2020
Q4 		$1.5M Sell
37,428
-545
-1% -$21.3K 0.01% 293
2020
Q3 		$1.4M Sell
37,973
-2,621
-6% -$98.7K 0.01% 258
2020
Q2 		$1.44M Sell
40,594
-1,805
-4% -$61.6K 0.02% 234
2020
Q1 		$1.37M Buy
+42,399
New +$1.45M 0.03% 192

Other funds holding DRE

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Bank Julius Baer & Co's DRE Position: Q4 2022 in Review

Bank Julius Baer & Co sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 21,160 shares — an estimated $1.02M sold.

Bank Julius Baer & Co first reported a position in DRE in Q1 2020 and held it in 11 quarters. The position peaked at $2.3M in Q1 2021. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

  • Bank Julius Baer & Co reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
  • Bank Julius Baer & Co sold 21,160 Duke Realty Corp. shares in Q4 2022, an estimated $1.02M.
  • Bank Julius Baer & Co first reported a position in Duke Realty Corp. in Q1 2020 and held it in 11 quarters.
  • Bank Julius Baer & Co's Duke Realty Corp. position peaked at $2.3M in Q1 2021.
  • 4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Bank Julius Baer & Co's 13F filing for Q4 2022, filed 24 Jan 2023.