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Covestor’s Douglas Elliman DOUG Stock Holding History

Covestor’s Portfolio DOUG Stock Details DOUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-17,890
Closed -$40K – 2221
2023
Q2 		$40K Buy
17,890
+13,253
+286% +$36.4K 0.03% 870
2023
Q1 		$14K Sell
4,637
-6,265
-57% -$25K 0.01% 1140
2022
Q4 		$42K Buy
10,902
+7,471
+218% +$29.8K 0.03% 793
2022
Q3 		$13K Buy
+3,431
New +$16.9K 0.01% 1148
2022
Q1 		– Sell
-20
Closed – – 2182
2021
Q4 		$0 Buy
+20
New +$225 ﹤0.01% 2156

Other funds holding DOUG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Covestor's DOUG Position: Q3 2023 in Review

Covestor sold out of Douglas Elliman (DOUG) in Q3 2023, closing a stake of 17,890 shares — an estimated $40K sold.

Covestor first reported a position in DOUG in Q4 2021 and held it in 5 quarters. The position peaked at $42K in Q4 2022. 148 funds tracked by Wall St. Rank hold DOUG as of Q3 2023.

  • Covestor reported no remaining Douglas Elliman position as of Q3 2023 after selling out during the quarter.
  • Covestor sold 17,890 Douglas Elliman shares in Q3 2023, an estimated $40K.
  • Covestor first reported a position in Douglas Elliman in Q4 2021 and held it in 5 quarters.
  • Covestor's Douglas Elliman position peaked at $42K in Q4 2022.
  • 148 funds tracked by Wall St. Rank held Douglas Elliman as of Q3 2023.

Based on Covestor's 13F filing for Q3 2023, filed 13 Nov 2023.