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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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 $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Caldwell Trust's DBD Position: Q3 2020 in Review

Caldwell Trust sold out of Diebold Nixdorf Incorporated (DBD) in Q3 2020, closing a stake of 200 shares — an estimated $1.21K sold.

Caldwell Trust first reported a position in DBD in Q4 2019 and held it in 3 quarters. The position peaked at $6.34K in Q4 2019. 177 funds tracked by Wall St. Rank hold DBD as of Q3 2020.

  • Caldwell Trust reported no remaining Diebold Nixdorf Incorporated position as of Q3 2020 after selling out during the quarter.
  • Caldwell Trust sold 200 Diebold Nixdorf Incorporated shares in Q3 2020, an estimated $1.21K.
  • Caldwell Trust first reported a position in Diebold Nixdorf Incorporated in Q4 2019 and held it in 3 quarters.
  • Caldwell Trust's Diebold Nixdorf Incorporated position peaked at $6.34K in Q4 2019.
  • 177 funds tracked by Wall St. Rank held Diebold Nixdorf Incorporated as of Q3 2020.

Based on Caldwell Trust's 13F filing for Q3 2020, filed 2 Oct 2025.