Caldwell Trust’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History

Caldwell Trust’s Portfolio JDD Stock Details JDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-114	Closed	-$1.18K	–	760
2021 Q3	$1.18K	Hold	114	–	–	﹤0.01%	719
2021 Q2	$1.19K	Hold	114	–	–	﹤0.01%	730
2021 Q1	$1.08K	Hold	114	–	–	﹤0.01%	706
2020 Q4	$1K	Hold	114	–	–	﹤0.01%	710
2020 Q3	$886	Hold	114	–	–	﹤0.01%	711
2020 Q2	$881	Hold	114	–	–	﹤0.01%	747
2020 Q1	$803	Buy	+114	New	+$1.11K	﹤0.01%	779

Caldwell Trust's JDD Position: Q4 2021 in Review

Caldwell Trust sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q4 2021, closing a stake of 114 shares — an estimated $1.18K sold.

Caldwell Trust first reported a position in JDD in Q1 2020 and held it in 7 quarters. The position peaked at $1.19K in Q2 2021. 0 funds tracked by Wall St. Rank hold JDD as of Q4 2021.

Caldwell Trust reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q4 2021 after selling out during the quarter.
Caldwell Trust sold 114 Nuveen Diversified Dividend and Income Fund shares in Q4 2021, an estimated $1.18K.
Caldwell Trust first reported a position in Nuveen Diversified Dividend and Income Fund in Q1 2020 and held it in 7 quarters.
Caldwell Trust's Nuveen Diversified Dividend and Income Fund position peaked at $1.19K in Q2 2021.
0 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q4 2021.

Based on Caldwell Trust's 13F filing for Q4 2021, filed 2 Oct 2025.