CWC
DHIL

Carolinas Wealth Consulting’s Diamond Hill DHIL Stock Holding History

Carolinas Wealth Consulting’s Portfolio DHIL Stock Details DHIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-600
Closed -$99.4K – 1068
2023
Q4 		$99.4K Buy
+600
New +$97.1K 0.02% 234

Other funds holding DHIL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Carolinas Wealth Consulting's DHIL Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Diamond Hill (DHIL) in Q1 2024, closing a stake of 600 shares — an estimated $99.4K sold.

Carolinas Wealth Consulting first reported a position in DHIL in Q4 2023 and held it in 1 quarter. The position peaked at $99.4K in Q4 2023. 131 funds tracked by Wall St. Rank hold DHIL as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining Diamond Hill position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 600 Diamond Hill shares in Q1 2024, an estimated $99.4K.
  • Carolinas Wealth Consulting first reported a position in Diamond Hill in Q4 2023 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Diamond Hill position peaked at $99.4K in Q4 2023.
  • 131 funds tracked by Wall St. Rank held Diamond Hill as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.