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Benedict Financial Advisors’s DuPont de Nemours DD Stock Holding History

Benedict Financial Advisors’s Portfolio DD Stock Details DD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-3,045
Closed -$287K – 104
2019
Q2 		$287K Sell
3,045
-2,765
-48% -$330K 0.12% 94
2019
Q1 		$784K Sell
5,810
-705
-11% -$97.8K 0.34% 80
2018
Q4 		$882K Sell
6,515
-115
-2% -$16.5K 0.44% 73
2018
Q3 		$1.08M Sell
6,630
-88
-1% -$15.1K 0.48% 68
2018
Q2 		$1.12M Buy
6,718
+17
+0.3% +$2.85K 0.55% 63
2018
Q1 		$1.08M Sell
6,701
-230
-3% -$41.6K 0.54% 64
2017
Q4 		$1.25M Buy
6,931
+1
+0% +$180 0.6% 55
2017
Q3 		$1.22M Buy
6,930
+41
+0.6% +$6.84K 0.62% 55
2017
Q2 		$1.15M Sell
6,889
-56
-0.8% -$8.9K 0.6% 57
2017
Q1 		$1.12M Buy
6,945
+158
+2% +$24.5K 0.61% 55
2016
Q4 		$984K Buy
6,787
+187
+3% +$26K 0.57% 53
2016
Q3 		$876K Sell
6,600
-23
-0.3% -$3.07K 0.51% 58
2016
Q2 		$831K Buy
6,623
+58
+0.9% +$7.63K 0.49% 61
2016
Q1 		$846K Buy
6,565
+2,225
+51% +$267K 0.51% 58
2015
Q4 		$566K Buy
+4,340
New +$557K 0.36% 63

Other funds holding DD

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Benedict Financial Advisors's DD Position: Q3 2019 in Review

Benedict Financial Advisors sold out of DuPont de Nemours (DD) in Q3 2019, closing a stake of 3,045 shares — an estimated $287K sold.

Benedict Financial Advisors first reported a position in DD in Q4 2015 and held it in 15 quarters. The position peaked at $1.25M in Q4 2017. 1,329 funds tracked by Wall St. Rank hold DD as of Q3 2019.

  • Benedict Financial Advisors reported no remaining DuPont de Nemours position as of Q3 2019 after selling out during the quarter.
  • Benedict Financial Advisors sold 3,045 DuPont de Nemours shares in Q3 2019, an estimated $287K.
  • Benedict Financial Advisors first reported a position in DuPont de Nemours in Q4 2015 and held it in 15 quarters.
  • Benedict Financial Advisors's DuPont de Nemours position peaked at $1.25M in Q4 2017.
  • 1,329 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2019.

Based on Benedict Financial Advisors's 13F filing for Q3 2019, filed 4 Nov 2019.