BerganKDV Wealth Management’s Douglas Emmett DEI Stock Holding History

BerganKDV Wealth Management’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 Q2	–	Sell	-1	Closed	-$9	–	914
2023 Q1	$9	Hold	1	–	–	﹤0.01%	1051
2022 Q4	$11	Sell	1 -51	-98%	-$849	﹤0.01%	1038
2022 Q3	$1K	Buy	52 +1	+2%	+$21	﹤0.01%	870
2022 Q2	$1K	Hold	51	–	–	﹤0.01%	885
2022 Q1	$2K	Buy	51 +1	+2%	+$33	﹤0.01%	842
2021 Q4	$2K	Hold	50	–	–	﹤0.01%	904
2021 Q3	$2K	Hold	50	–	–	﹤0.01%	867
2021 Q2	$2K	Buy	50 +1	+2%	+$34	﹤0.01%	801
2021 Q1	$2K	Hold	49	–	–	﹤0.01%	767
2020 Q4	$1K	Sell	49 -20	-29%	-$568	﹤0.01%	841
2020 Q3	$2K	Buy	+69	New	+$1.95K	﹤0.01%	690

Other funds holding DEI

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

BerganKDV Wealth Management's DEI Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Douglas Emmett (DEI) in Q2 2023, closing a stake of 1 share — an estimated $9 sold.

BerganKDV Wealth Management first reported a position in DEI in Q3 2020 and held it in 11 quarters. The position peaked at $2K in Q1 2022. 243 funds tracked by Wall St. Rank hold DEI as of Q2 2023.

BerganKDV Wealth Management reported no remaining Douglas Emmett position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 1 Douglas Emmett share in Q2 2023, an estimated $9.
BerganKDV Wealth Management first reported a position in Douglas Emmett in Q3 2020 and held it in 11 quarters.
BerganKDV Wealth Management's Douglas Emmett position peaked at $2K in Q1 2022.
243 funds tracked by Wall St. Rank held Douglas Emmett as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.