CT
DBD

Caldwell Trust’s Diebold Nixdorf Incorporated DBD Stock Holding History

Caldwell Trust’s Portfolio DBD Stock Details DBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-200
Closed -$1.21K – 770
2020
Q2 		$1.21K Sell
200
-200
-50% -$987 ﹤0.01% 742
2020
Q1 		$1.41K Sell
400
-200
-33% -$1.69K ﹤0.01% 768
2019
Q4 		$6.34K Buy
+600
New +$5.33K ﹤0.01% 723

Other funds holding DBD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
SI
Sapience Investments Newport Beach, California $772K AUM 24.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return