BSW
DELL icon

Buckingham Strategic Wealth’s Dell DELL Stock Holding History

Buckingham Strategic Wealth’s Portfolio DELL Stock Details DELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$547K Buy
3,964
+43
+1% +$5.76K 0.01% 449
2024
Q1 		$447K Sell
3,921
-1,047
-21% -$97.7K ﹤0.01% 489
2023
Q4 		$380K Buy
+4,968
New +$351K ﹤0.01% 510

Other funds holding DELL

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Buckingham Strategic Wealth increased its Dell (DELL) stake by 1.1% in Q2 2024, buying an estimated $5.76K and bringing the position to 3,964 shares worth $547K. The position accounts for 0.01% of the portfolio, ranked #449.

Buckingham Strategic Wealth first reported a position in DELL in Q4 2023 and has held it in 3 quarters since. 1,217 funds tracked by Wall St. Rank hold DELL as of Q2 2024.

  • Buckingham Strategic Wealth held 3,964 shares of Dell worth $547K as of Q2 2024.
  • Buckingham Strategic Wealth bought 43 Dell shares in Q2 2024, an estimated $5.76K.
  • Dell made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #449 holding.
  • Buckingham Strategic Wealth first reported a position in Dell in Q4 2023 and has held it in 3 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Dell as of Q2 2024.

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