BMT Investment Advisors’s DuPont de Nemours DD Stock Holding History

BMT 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
2020 Q1	$1.15M	Buy	26,913 +12,747	+90%	+$780K	0.72%	67
2019 Q4	$1.14M	Hold	14,166	–	–	0.53%	79
2019 Q3	$1.27M	Hold	14,166	–	–	0.65%	73
2019 Q2	$1.33M	Sell	14,166 -6,900	-33%	-$824K	0.7%	76
2019 Q1	$2.84M	Buy	21,066 +813	+4%	+$113K	1.55%	13
2018 Q4	$2.74M	Buy	20,253 +3,744	+23%	+$538K	1.74%	8
2018 Q3	$2.69M	Buy	16,509 +3,025	+22%	+$520K	1.54%	14
2018 Q2	$2.25M	Buy	13,484 +1,086	+9%	+$182K	1.44%	16
2018 Q1	$2M	Buy	12,398 +1,298	+12%	+$235K	1.35%	25
2017 Q4	$2M	Buy	+11,100	New	+$2M	1.45%	14

Other funds holding DD

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

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

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

Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BMT Investment Advisors's DD Position: Q1 2020 in Review

BMT Investment Advisors increased its DuPont de Nemours (DD) stake by 90% in Q1 2020, buying an estimated $780K and bringing the position to 26,913 shares worth $1.15M. The position accounts for 0.72% of the portfolio, ranked #67.

BMT Investment Advisors first reported a position in DD in Q4 2017 and has held it in 10 quarters since. The position peaked at $2.84M in Q1 2019. 1,085 funds tracked by Wall St. Rank hold DD as of Q1 2020.

BMT Investment Advisors held 26,913 shares of DuPont de Nemours worth $1.15M as of Q1 2020.
BMT Investment Advisors bought 12,747 DuPont de Nemours shares in Q1 2020, an estimated $780K.
DuPont de Nemours made up 0.72% of BMT Investment Advisors's portfolio in Q1 2020, its #67 holding.
BMT Investment Advisors first reported a position in DuPont de Nemours in Q4 2017 and has held it in 10 quarters since.
BMT Investment Advisors's DuPont de Nemours position peaked at $2.84M in Q1 2019.
1,085 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2020.

Based on BMT Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.