Chesapeake Wealth Management’s DuPont de Nemours DD Stock Holding History

Chesapeake Wealth Management’s Portfolio DD Stock Details DD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,970	Closed	-$220K	–	160
2024 Q3	$220K	Sell	1,970 -159	-7%	-$16.2K	0.08%	151
2024 Q2	$215K	Sell	2,129 -319	-13%	-$31.2K	0.08%	150
2024 Q1	$236K	Hold	2,448	–	–	0.09%	142
2023 Q4	$236K	Sell	2,448 -876	-26%	-$79.7K	0.09%	138
2023 Q3	$311K	Hold	3,324	–	–	0.13%	125
2023 Q2	$298K	Sell	3,324 -425	-11%	-$36.6K	0.12%	130
2023 Q1	$338K	Sell	3,749 -279	-7%	-$25.4K	0.14%	120
2022 Q4	$347K	Sell	4,028 -1,256	-24%	-$100K	0.15%	121
2022 Q3	$334K	Buy	+5,284	New	+$377K	0.15%	120
2019 Q3	–	Sell	-2,528	Closed	-$238K	–	181
2019 Q2	$238K	Sell	2,528 -3,776	-60%	-$451K	0.1%	170
2019 Q1	$851K	Sell	6,304 -474	-7%	-$65.8K	0.37%	81
2018 Q4	$918K	Sell	6,778 -1,396	-17%	-$200K	0.45%	59
2018 Q3	$1.33M	Sell	8,174 -1,136	-12%	-$195K	0.59%	44
2018 Q2	$1.55M	Sell	9,310 -3,677	-28%	-$616K	0.72%	36
2018 Q1	$2.1M	Buy	+12,987	New	+$2.35M	0.97%	25

Other funds holding DD

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Chesapeake Wealth Management's DD Position: Q4 2024 in Review

Chesapeake Wealth Management sold out of DuPont de Nemours (DD) in Q4 2024, closing a stake of 1,970 shares — an estimated $220K sold.

Chesapeake Wealth Management first reported a position in DD in Q1 2018 and held it in 15 quarters. The position peaked at $2.1M in Q1 2018. 1,414 funds tracked by Wall St. Rank hold DD as of Q4 2024.

Chesapeake Wealth Management reported no remaining DuPont de Nemours position as of Q4 2024 after selling out during the quarter.
Chesapeake Wealth Management sold 1,970 DuPont de Nemours shares in Q4 2024, an estimated $220K.
Chesapeake Wealth Management first reported a position in DuPont de Nemours in Q1 2018 and held it in 15 quarters.
Chesapeake Wealth Management's DuPont de Nemours position peaked at $2.1M in Q1 2018.
1,414 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2024.

Based on Chesapeake Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.