Center for Financial Planning’s Dillards DDS Stock Holding History

Center for Financial Planning’s Portfolio DDS Stock Details DDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-41	Closed	-$3K	–	528
2020 Q4	$3K	Hold	41	–	–	﹤0.01%	417
2020 Q3	$1K	Hold	41	–	–	﹤0.01%	420
2020 Q2	$1K	Hold	41	–	–	﹤0.01%	425
2020 Q1	$2K	Hold	41	–	–	﹤0.01%	487
2019 Q4	$3K	Buy	+41	New	+$2.91K	﹤0.01%	399

Other funds holding DDS

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Center for Financial Planning's DDS Position: Q1 2021 in Review

Center for Financial Planning sold out of Dillards (DDS) in Q1 2021, closing a stake of 41 shares — an estimated $3K sold.

Center for Financial Planning first reported a position in DDS in Q4 2019 and held it in 5 quarters. The position peaked at $3K in Q4 2020. 143 funds tracked by Wall St. Rank hold DDS as of Q1 2021.

Center for Financial Planning reported no remaining Dillards position as of Q1 2021 after selling out during the quarter.
Center for Financial Planning sold 41 Dillards shares in Q1 2021, an estimated $3K.
Center for Financial Planning first reported a position in Dillards in Q4 2019 and held it in 5 quarters.
Center for Financial Planning's Dillards position peaked at $3K in Q4 2020.
143 funds tracked by Wall St. Rank held Dillards as of Q1 2021.

Based on Center for Financial Planning's 13F filing for Q1 2021, filed 10 May 2021.