Belpointe Asset Management’s Douglas Dynamics PLOW Stock Holding History

Belpointe Asset Management’s Portfolio PLOW Stock Details PLOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,200	Closed	-$38.3K	–	2588
2023 Q1	$38.3K	Hold	1,200	–	–	﹤0.01%	1869
2022 Q4	$43.4K	Buy	+1,200	New	+$42.3K	﹤0.01%	1692
2020 Q1	–	Sell	-2,406	Closed	-$132K	–	740
2019 Q4	$132K	Buy	+2,406	New	+$121K	0.02%	674

Other funds holding PLOW

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Belpointe Asset Management's PLOW Position: Q2 2023 in Review

Belpointe Asset Management sold out of Douglas Dynamics (PLOW) in Q2 2023, closing a stake of 1,200 shares — an estimated $38.3K sold.

Belpointe Asset Management first reported a position in PLOW in Q4 2019 and held it in 3 quarters. The position peaked at $132K in Q4 2019. 126 funds tracked by Wall St. Rank hold PLOW as of Q2 2023.

Belpointe Asset Management reported no remaining Douglas Dynamics position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 1,200 Douglas Dynamics shares in Q2 2023, an estimated $38.3K.
Belpointe Asset Management first reported a position in Douglas Dynamics in Q4 2019 and held it in 3 quarters.
Belpointe Asset Management's Douglas Dynamics position peaked at $132K in Q4 2019.
126 funds tracked by Wall St. Rank held Douglas Dynamics as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.