Brendel Financial Advisors’s DuPont de Nemours DD Stock Holding History

Brendel Financial 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
2024 Q4	–	Sell	-2,071	Closed	-$232K	–	95
2024 Q3	$232K	Hold	2,071	–	–	0.13%	85
2024 Q2	$209K	Buy	+2,071	New	+$203K	0.13%	84
2024 Q1	–	Sell	-3,078	Closed	-$297K	–	69
2023 Q4	$297K	Hold	3,078	–	–	0.19%	75
2023 Q3	$288K	Hold	3,078	–	–	0.43%	37
2023 Q2	$276K	Hold	3,078	–	–	0.42%	38
2023 Q1	$277K	Hold	3,078	–	–	0.2%	70
2022 Q4	$265K	Buy	+3,078	New	+$246K	0.53%	32
2022 Q3	–	Sell	-3,078	Closed	-$215K	–	57
2022 Q2	$215K	Hold	3,078	–	–	0.19%	87
2022 Q1	$284K	Hold	3,078	–	–	0.15%	93
2021 Q4	$312K	Hold	3,078	–	–	0.16%	85
2021 Q3	$263K	Hold	3,078	–	–	0.31%	53
2021 Q2	$299K	Hold	3,078	–	–	0.16%	87
2021 Q1	$299K	Hold	3,078	–	–	0.2%	76
2020 Q4	$275K	Sell	3,078 -6	-0.2%	-$471	0.19%	73
2020 Q3	$215K	Sell	3,084 -9	-0.3%	-$631	0.17%	75
2020 Q2	$206K	Buy	+3,093	New	+$181K	0.18%	78
2020 Q1	–	Sell	-3,093	Closed	-$249K	–	73
2019 Q4	$249K	Sell	3,093 -298	-9%	-$24.7K	0.21%	77
2019 Q3	$303K	Hold	3,391	–	–	0.27%	70
2019 Q2	$319K	Sell	3,391 -1,719	-34%	-$205K	0.31%	65
2019 Q1	$690K	Hold	5,110	–	–	0.62%	44
2018 Q4	$692K	Buy	+5,110	New	+$734K	0.8%	44

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brendel Financial Advisors's DD Position: Q4 2024 in Review

Brendel Financial Advisors sold out of DuPont de Nemours (DD) in Q4 2024, closing a stake of 2,071 shares — an estimated $232K sold.

Brendel Financial Advisors first reported a position in DD in Q4 2018 and held it in 21 quarters. The position peaked at $692K in Q4 2018. 1,414 funds tracked by Wall St. Rank hold DD as of Q4 2024.

Brendel Financial Advisors reported no remaining DuPont de Nemours position as of Q4 2024 after selling out during the quarter.
Brendel Financial Advisors sold 2,071 DuPont de Nemours shares in Q4 2024, an estimated $232K.
Brendel Financial Advisors first reported a position in DuPont de Nemours in Q4 2018 and held it in 21 quarters.
Brendel Financial Advisors's DuPont de Nemours position peaked at $692K in Q4 2018.
1,414 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2024.

Based on Brendel Financial Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.