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Caldwell Trust’s Dime Commercial Bancshares DCOM Stock Holding History

Caldwell Trust’s Portfolio DCOM Stock Details DCOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-320
Closed -$11.3K – 751
2021
Q4 		$11.3K Hold
320
– – ﹤0.01% 631
2021
Q3 		$10.5K Hold
320
– – ﹤0.01% 632
2021
Q2 		$10.8K Hold
320
– – ﹤0.01% 638
2021
Q1 		$9.64K Hold
320
– – ﹤0.01% 635
2020
Q4 		$7.74K Hold
320
– – ﹤0.01% 639
2020
Q3 		$5.58K Hold
320
– – ﹤0.01% 656
2020
Q2 		$7.31K Hold
320
– – ﹤0.01% 665
2020
Q1 		$6.77K Hold
320
– – ﹤0.01% 676
2019
Q4 		$10.7K Buy
+320
New +$10.3K ﹤0.01% 677

Other funds holding DCOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

Caldwell Trust's DCOM Position: Q1 2022 in Review

Caldwell Trust sold out of Dime Commercial Bancshares (DCOM) in Q1 2022, closing a stake of 320 shares — an estimated $11.3K sold.

Caldwell Trust first reported a position in DCOM in Q4 2019 and held it in 9 quarters. The position peaked at $11.3K in Q4 2021. 164 funds tracked by Wall St. Rank hold DCOM as of Q1 2022.

  • Caldwell Trust reported no remaining Dime Commercial Bancshares position as of Q1 2022 after selling out during the quarter.
  • Caldwell Trust sold 320 Dime Commercial Bancshares shares in Q1 2022, an estimated $11.3K.
  • Caldwell Trust first reported a position in Dime Commercial Bancshares in Q4 2019 and held it in 9 quarters.
  • Caldwell Trust's Dime Commercial Bancshares position peaked at $11.3K in Q4 2021.
  • 164 funds tracked by Wall St. Rank held Dime Commercial Bancshares as of Q1 2022.

Based on Caldwell Trust's 13F filing for Q1 2022, filed 2 Oct 2025.