CT
DFIN icon

Caldwell Trust’s Donnelley Financial Solutions DFIN Stock Holding History

Caldwell Trust’s Portfolio DFIN Stock Details DFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-56
Closed -$2.64K – 752
2021
Q4 		$2.64K Hold
56
– – ﹤0.01% 703
2021
Q3 		$1.94K Buy
+56
New +$1.85K ﹤0.01% 703

Other funds holding DFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Caldwell Trust's DFIN Position: Q1 2022 in Review

Caldwell Trust sold out of Donnelley Financial Solutions (DFIN) in Q1 2022, closing a stake of 56 shares — an estimated $2.64K sold.

Caldwell Trust first reported a position in DFIN in Q3 2021 and held it in 2 quarters. The position peaked at $2.64K in Q4 2021. 221 funds tracked by Wall St. Rank hold DFIN as of Q1 2022.

  • Caldwell Trust reported no remaining Donnelley Financial Solutions position as of Q1 2022 after selling out during the quarter.
  • Caldwell Trust sold 56 Donnelley Financial Solutions shares in Q1 2022, an estimated $2.64K.
  • Caldwell Trust first reported a position in Donnelley Financial Solutions in Q3 2021 and held it in 2 quarters.
  • Caldwell Trust's Donnelley Financial Solutions position peaked at $2.64K in Q4 2021.
  • 221 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2022.

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