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Buckingham Strategic Wealth’s DuPont de Nemours DD Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$655K Buy
6,484
+404
+7% +$39.6K 0.01% 414
2024
Q1 		$585K Buy
6,080
+106
+2% +$9.43K 0.01% 430
2023
Q4 		$577K Sell
5,974
-401
-6% -$36.5K 0.01% 415
2023
Q3 		$597K Buy
6,375
+517
+9% +$48.6K 0.01% 385
2023
Q2 		$525K Buy
5,858
+576
+11% +$49.5K 0.01% 407
2023
Q1 		$455K Hold
5,282
– – 0.01% 399
2022
Q4 		$455K Sell
5,282
-207
-4% -$16.5K 0.01% 401
2022
Q3 		$347K Sell
5,489
-223
-4% -$15.9K 0.01% 442
2022
Q2 		$399K Sell
5,712
-129
-2% -$10.6K 0.01% 413
2022
Q1 		$540K Sell
5,841
-65
-1% -$6.34K 0.01% 352
2021
Q4 		$599K Sell
5,906
-490
-8% -$46.6K 0.01% 336
2021
Q3 		$546K Sell
6,396
-126
-2% -$11.7K 0.01% 341
2021
Q2 		$634K Buy
6,522
+1,732
+36% +$174K 0.02% 310
2021
Q1 		$465K Sell
4,790
-274
-5% -$26.3K 0.02% 343
2020
Q4 		$452K Buy
5,064
+329
+7% +$25.8K 0.02% 334
2020
Q3 		$330K Sell
4,735
-458
-9% -$32.1K 0.03% 347
2020
Q2 		$346K Sell
5,193
-815
-14% -$47.6K 0.03% 283
2020
Q1 		$257K Sell
6,008
-1,245
-17% -$76.2K 0.02% 374
2019
Q4 		$584K Buy
7,253
+187
+3% +$15.5K 0.06% 218
2019
Q3 		$632K Sell
7,066
-523
-7% -$46K 0.07% 198
2019
Q2 		$715K Sell
7,589
-4,034
-35% -$482K 0.08% 193
2019
Q1 		$1.57M Buy
11,623
+463
+4% +$64.3K 0.2% 97
2018
Q4 		$1.51M Buy
11,160
+546
+5% +$78.4K 0.23% 86
2018
Q3 		$1.73M Sell
10,614
-35
-0.3% -$6.02K 0.27% 83
2018
Q2 		$1.78M Buy
10,649
+2,770
+35% +$464K 0.29% 80
2018
Q1 		$1.27M Sell
7,879
-33
-0.4% -$5.97K 0.25% 88
2017
Q4 		$1.43M Buy
7,912
+284
+4% +$51.2K 0.3% 81
2017
Q3 		$1.34M Buy
7,628
+5,566
+270% +$929K 0.32% 75
2017
Q2 		$329K Sell
2,062
-21
-1% -$3.34K 0.08% 205
2017
Q1 		$335K Buy
2,083
+477
+30% +$74.1K 0.1% 179
2016
Q4 		$233K Buy
1,606
+40
+3% +$5.57K 0.08% 196
2016
Q3 		$206K Buy
+1,566
New +$209K 0.07% 213

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Buckingham Strategic Wealth's DD Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its DuPont de Nemours (DD) stake by 6.6% in Q2 2024, buying an estimated $39.6K and bringing the position to 6,484 shares worth $655K. The position accounts for 0.01% of the portfolio, ranked #414.

Buckingham Strategic Wealth first reported a position in DD in Q3 2016 and has held it in 32 quarters since. The position peaked at $1.78M in Q2 2018. 1,382 funds tracked by Wall St. Rank hold DD as of Q2 2024.

  • Buckingham Strategic Wealth held 6,484 shares of DuPont de Nemours worth $655K as of Q2 2024.
  • Buckingham Strategic Wealth bought 404 DuPont de Nemours shares in Q2 2024, an estimated $39.6K.
  • DuPont de Nemours made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #414 holding.
  • Buckingham Strategic Wealth first reported a position in DuPont de Nemours in Q3 2016 and has held it in 32 quarters since.
  • Buckingham Strategic Wealth's DuPont de Nemours position peaked at $1.78M in Q2 2018.
  • 1,382 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.