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Buckley Wealth Management’s Dell DELL Stock Holding History

Buckley Wealth Management’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
2020
Q4 		– Sell
-7,931
Closed -$272K – 122
2020
Q3 		$272K Hold
7,931
– – 0.12% 98
2020
Q2 		$221K Buy
+7,931
New +$178K 0.1% 112
2020
Q1 		– Sell
-7,931
Closed -$207K – 128
2019
Q4 		$207K Buy
+7,931
New +$206K 0.09% 129

Other funds holding DELL

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Buckley Wealth Management's DELL Position: Q4 2020 in Review

Buckley Wealth Management sold out of Dell (DELL) in Q4 2020, closing a stake of 7,931 shares — an estimated $272K sold.

Buckley Wealth Management first reported a position in DELL in Q4 2019 and held it in 3 quarters. The position peaked at $272K in Q3 2020. 662 funds tracked by Wall St. Rank hold DELL as of Q4 2020.

  • Buckley Wealth Management reported no remaining Dell position as of Q4 2020 after selling out during the quarter.
  • Buckley Wealth Management sold 7,931 Dell shares in Q4 2020, an estimated $272K.
  • Buckley Wealth Management first reported a position in Dell in Q4 2019 and held it in 3 quarters.
  • Buckley Wealth Management's Dell position peaked at $272K in Q3 2020.
  • 662 funds tracked by Wall St. Rank held Dell as of Q4 2020.

Based on Buckley Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.