Bollard Group’s Digital Realty Trust DLR Stock Holding History

Bollard Group’s Portfolio DLR Stock Details DLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-30	Closed	-$3K	–	459
2023 Q2	$3K	Buy	+30	New	+$2.97K	﹤0.01%	465

Other funds holding DLR

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Bollard Group's DLR Position: Q3 2023 in Review

Bollard Group sold out of Digital Realty Trust (DLR) in Q3 2023, closing a stake of 30 shares — an estimated $3K sold.

Bollard Group first reported a position in DLR in Q2 2023 and held it in 1 quarter. The position peaked at $3K in Q2 2023. 947 funds tracked by Wall St. Rank hold DLR as of Q3 2023.

Bollard Group reported no remaining Digital Realty Trust position as of Q3 2023 after selling out during the quarter.
Bollard Group sold 30 Digital Realty Trust shares in Q3 2023, an estimated $3K.
Bollard Group first reported a position in Digital Realty Trust in Q2 2023 and held it in 1 quarter.
Bollard Group's Digital Realty Trust position peaked at $3K in Q2 2023.
947 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.