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Bard Financial Services’s Douglas Elliman DOUG Stock Holding History

Bard Financial Services’s Portfolio DOUG Stock Details DOUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,000
Closed -$16.7K – 211
2024
Q4 		$16.7K Hold
10,000
– – ﹤0.01% 205
2024
Q3 		$18.3K Buy
+10,000
New +$17.1K ﹤0.01% 207

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Vanguard Group
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MCM
Moerus Capital Management New York $271M AUM 58.78% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bard Financial Services's DOUG Position: Q1 2025 in Review

Bard Financial Services sold out of Douglas Elliman (DOUG) in Q1 2025, closing a stake of 10,000 shares — an estimated $16.7K sold.

Bard Financial Services first reported a position in DOUG in Q3 2024 and held it in 2 quarters. The position peaked at $18.3K in Q3 2024. 118 funds tracked by Wall St. Rank hold DOUG as of Q1 2025.

  • Bard Financial Services reported no remaining Douglas Elliman position as of Q1 2025 after selling out during the quarter.
  • Bard Financial Services sold 10,000 Douglas Elliman shares in Q1 2025, an estimated $16.7K.
  • Bard Financial Services first reported a position in Douglas Elliman in Q3 2024 and held it in 2 quarters.
  • Bard Financial Services's Douglas Elliman position peaked at $18.3K in Q3 2024.
  • 118 funds tracked by Wall St. Rank held Douglas Elliman as of Q1 2025.

Based on Bard Financial Services's 13F filing for Q1 2025, filed 15 Apr 2025.