Corient Private Wealth
DCH

Corient Private Wealth’s Dauch Corp DCH Stock Holding History

Corient Private Wealth’s Portfolio DCH Stock Details DCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-38,730
Closed -$285K – 2320
2024
Q1 		$285K Sell
38,730
-293
-0.8% -$2.21K ﹤0.01% 1921
2023
Q4 		$344K Sell
39,023
-29
-0.1% -$214 ﹤0.01% 1798
2023
Q3 		$284K Sell
39,052
-138
-0.4% -$1.11K ﹤0.01% 1770
2023
Q2 		$324K Sell
39,190
-889
-2% -$6.59K ﹤0.01% 1657
2023
Q1 		$313K Buy
40,079
+5,600
+16% +$48.1K ﹤0.01% 1591
2022
Q4 		$272K Buy
+34,479
New +$309K ﹤0.01% 1372

Other funds holding DCH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Corient Private Wealth's DCH Position: Q2 2024 in Review

Corient Private Wealth sold out of Dauch Corp (DCH) in Q2 2024, closing a stake of 38,730 shares — an estimated $285K sold.

Corient Private Wealth first reported a position in DCH in Q4 2022 and held it in 6 quarters. The position peaked at $344K in Q4 2023. 234 funds tracked by Wall St. Rank hold DCH as of Q2 2024.

  • Corient Private Wealth reported no remaining Dauch Corp position as of Q2 2024 after selling out during the quarter.
  • Corient Private Wealth sold 38,730 Dauch Corp shares in Q2 2024, an estimated $285K.
  • Corient Private Wealth first reported a position in Dauch Corp in Q4 2022 and held it in 6 quarters.
  • Corient Private Wealth's Dauch Corp position peaked at $344K in Q4 2023.
  • 234 funds tracked by Wall St. Rank held Dauch Corp as of Q2 2024.

Based on Corient Private Wealth's 13F filing for Q2 2024, filed 13 Aug 2024.