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

Cahill 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
2021
Q4 		– Sell
-153
Closed -$13K – 349
2021
Q3 		$13K Buy
+153
New +$14.2K ﹤0.01% 512
2019
Q1 		– Sell
-3,582
Closed -$486K – 152
2018
Q4 		$486K Sell
3,582
-138
-4% -$19.8K 0.24% 94
2018
Q3 		$606K Buy
3,720
+2
+0.1% +$344 0.27% 87
2018
Q2 		$621K Buy
3,718
+200
+6% +$33.5K 0.29% 87
2018
Q1 		$568K Sell
3,518
-59
-2% -$10.7K 0.27% 88
2017
Q4 		$646K Sell
3,577
-176
-5% -$31.7K 0.32% 78
2017
Q3 		$658K Buy
3,753
+120
+3% +$20K 0.35% 72
2017
Q2 		$581K Buy
3,633
+239
+7% +$38K 0.32% 73
2017
Q1 		$547K Buy
3,394
+178
+6% +$27.6K 0.32% 76
2016
Q4 		$466K Buy
3,216
+239
+8% +$33.3K 0.28% 81
2016
Q3 		$391K Buy
2,977
+41
+1% +$5.47K 0.25% 88
2016
Q2 		$370K Buy
2,936
+33
+1% +$4.34K 0.26% 86
2016
Q1 		$374K Buy
2,903
+166
+6% +$19.9K 0.28% 80
2015
Q4 		$357K Buy
2,737
+1
+0% +$128 0.29% 76
2015
Q3 		$294K Buy
2,736
+762
+39% +$88.3K 0.24% 84
2015
Q2 		$256K Buy
+1,974
New +$256K 0.19% 94

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cahill Financial Advisors's DD Position: Q4 2021 in Review

Cahill Financial Advisors sold out of DuPont de Nemours (DD) in Q4 2021, closing a stake of 153 shares — an estimated $13K sold.

Cahill Financial Advisors first reported a position in DD in Q2 2015 and held it in 16 quarters. The position peaked at $658K in Q3 2017. 1,371 funds tracked by Wall St. Rank hold DD as of Q4 2021.

  • Cahill Financial Advisors reported no remaining DuPont de Nemours position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 153 DuPont de Nemours shares in Q4 2021, an estimated $13K.
  • Cahill Financial Advisors first reported a position in DuPont de Nemours in Q2 2015 and held it in 16 quarters.
  • Cahill Financial Advisors's DuPont de Nemours position peaked at $658K in Q3 2017.
  • 1,371 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.