BHIA
DD icon

Birch Hill Investment Advisors’s DuPont de Nemours DD Stock Holding History

Birch Hill Investment 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
2021
Q1 		– Sell
-2,564
Closed -$229K – 158
2020
Q4 		$229K Sell
2,564
-424
-14% -$33.3K 0.01% 140
2020
Q3 		$208K Sell
2,988
-62
-2% -$4.34K 0.01% 139
2020
Q2 		$203K Buy
+3,050
New +$178K 0.01% 138
2020
Q1 		– Sell
-3,220
Closed -$259K – 135
2019
Q4 		$259K Sell
3,220
-132
-4% -$11K 0.02% 133
2019
Q3 		$300K Hold
3,352
– – 0.02% 123
2019
Q2 		$316K Sell
3,352
-1,637
-33% -$195K 0.02% 124
2019
Q1 		$673K Sell
4,989
-35
-0.7% -$4.86K 0.05% 99
2018
Q4 		$681K Sell
5,024
-256
-5% -$36.8K 0.06% 95
2018
Q3 		$860K Buy
5,280
+59
+1% +$10.2K 0.06% 93
2018
Q2 		$871K Buy
5,221
+106
+2% +$17.7K 0.07% 90
2018
Q1 		$825K Buy
5,115
+520
+11% +$94.1K 0.07% 84
2017
Q4 		$829K Hold
4,595
– – 0.07% 85
2017
Q3 		$806K Buy
4,595
+3,371
+275% +$562K 0.07% 85
2017
Q2 		$196K Hold
1,224
– – 0.02% 126
2017
Q1 		$197K Buy
+1,224
New +$190K 0.02% 128
2014
Q4 		– Sell
-1,382
Closed -$184K – 139
2014
Q3 		$184K Buy
+1,382
New +$184K 0.02% 135
2013
Q4 		– Sell
-2,567
Closed -$250K – 140
2013
Q3 		$250K Hold
2,567
– – 0.03% 127
2013
Q2 		$209K Buy
+2,567
New +$216K 0.03% 130

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Birch Hill Investment Advisors's DD Position: Q1 2021 in Review

Birch Hill Investment Advisors sold out of DuPont de Nemours (DD) in Q1 2021, closing a stake of 2,564 shares — an estimated $229K sold.

Birch Hill Investment Advisors first reported a position in DD in Q2 2013 and held it in 18 quarters. The position peaked at $871K in Q2 2018. 1,293 funds tracked by Wall St. Rank hold DD as of Q1 2021.

  • Birch Hill Investment Advisors reported no remaining DuPont de Nemours position as of Q1 2021 after selling out during the quarter.
  • Birch Hill Investment Advisors sold 2,564 DuPont de Nemours shares in Q1 2021, an estimated $229K.
  • Birch Hill Investment Advisors first reported a position in DuPont de Nemours in Q2 2013 and held it in 18 quarters.
  • Birch Hill Investment Advisors's DuPont de Nemours position peaked at $871K in Q2 2018.
  • 1,293 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2021.

Based on Birch Hill Investment Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.