CT
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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 $5.7T AUM 30.48% 1-Year Est. Return
BCM
Basswood Capital Management New York $1.96B AUM 19.53% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return