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Biegel & Waller’s DuPont de Nemours DD Stock Holding History

Biegel & Waller’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
-20,158
Closed -$1.9M – 78
2019
Q2 		$1.9M Sell
20,158
-10,970
-35% -$1.31M 0.97% 20
2019
Q1 		$4.2M Buy
31,128
+2,222
+8% +$308K 2.16% 14
2018
Q4 		$3.92M Sell
28,906
-69
-0.2% -$9.91K 2.31% 14
2018
Q3 		$4.72M Buy
28,975
+1,345
+5% +$231K 2.72% 11
2018
Q2 		$4.61M Buy
27,630
+726
+3% +$122K 2.87% 10
2018
Q1 		$4.34M Buy
26,904
+505
+2% +$91.3K 2.76% 11
2017
Q4 		$4.76M Buy
26,399
+25,227
+2,152% +$4.54M 2.77% 12
2017
Q3 		$206K Buy
+1,172
New +$196K 0.13% 49

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