Carmel Capital Partners’s Dolby DLB Stock Holding History

Carmel Capital Partners’s Portfolio DLB Stock Details DLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-133	Closed	-$10.5K	–	287
2023 Q3	$10.5K	Buy	+133	New	+$11.2K	﹤0.01%	443

Other funds holding DLB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Carmel Capital Partners's DLB Position: Q4 2023 in Review

Carmel Capital Partners sold out of Dolby (DLB) in Q4 2023, closing a stake of 133 shares — an estimated $10.5K sold.

Carmel Capital Partners first reported a position in DLB in Q3 2023 and held it in 1 quarter. The position peaked at $10.5K in Q3 2023. 426 funds tracked by Wall St. Rank hold DLB as of Q4 2023.

Carmel Capital Partners reported no remaining Dolby position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 133 Dolby shares in Q4 2023, an estimated $10.5K.
Carmel Capital Partners first reported a position in Dolby in Q3 2023 and held it in 1 quarter.
Carmel Capital Partners's Dolby position peaked at $10.5K in Q3 2023.
426 funds tracked by Wall St. Rank held Dolby as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.