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Bell Investment Advisors’s Douglas Emmett DEI Stock Holding History

Bell Investment Advisors’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
2023
Q4 		– Sell
-44
Closed -$562 – 1936
2023
Q3 		$562 Sell
44
-219
-83% -$2.96K ﹤0.01% 1744
2023
Q2 		$3.31K Sell
263
-400
-60% -$4.83K ﹤0.01% 1038
2023
Q1 		$8.18K Buy
663
+347
+110% +$5.04K ﹤0.01% 558
2022
Q4 		$4.96K Buy
316
+249
+372% +$4.14K ﹤0.01% 815
2022
Q3 		$1K Buy
67
+26
+63% +$554 ﹤0.01% 1377
2022
Q2 		$1K Buy
+41
New +$1.14K ﹤0.01% 1400
2021
Q4 		$2K Buy
57
+26
+84% +$879 ﹤0.01% 1124
2021
Q3 		$1K Buy
+31
New +$1.02K ﹤0.01% 1341

Other funds holding DEI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bell Investment Advisors's DEI Position: Q4 2023 in Review

Bell Investment Advisors sold out of Douglas Emmett (DEI) in Q4 2023, closing a stake of 44 shares — an estimated $562 sold.

Bell Investment Advisors first reported a position in DEI in Q3 2021 and held it in 8 quarters. The position peaked at $8.18K in Q1 2023. 259 funds tracked by Wall St. Rank hold DEI as of Q4 2023.

  • Bell Investment Advisors reported no remaining Douglas Emmett position as of Q4 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 44 Douglas Emmett shares in Q4 2023, an estimated $562.
  • Bell Investment Advisors first reported a position in Douglas Emmett in Q3 2021 and held it in 8 quarters.
  • Bell Investment Advisors's Douglas Emmett position peaked at $8.18K in Q1 2023.
  • 259 funds tracked by Wall St. Rank held Douglas Emmett as of Q4 2023.

Based on Bell Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.