Crewe Advisors’s Dell DELL Stock Holding History

Crewe Advisors’s Portfolio DELL Stock Details DELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-15	Closed	-$1.37K	–	767
2025 Q1	$1.37K	Sell	15 -235	-94%	-$24.9K	﹤0.01%	564
2024 Q4	$28.8K	Hold	250	–	–	﹤0.01%	323
2024 Q3	$29.6K	Hold	250	–	–	﹤0.01%	357
2024 Q2	$34.5K	Buy	+250	New	+$33.5K	﹤0.01%	441
2023 Q4	–	Sell	-5	Closed	-$345	–	488
2023 Q3	$345	Buy	5 +2	+67%	+$119	﹤0.01%	411
2023 Q2	$163	Buy	+3	New	+$138	﹤0.01%	746
2023 Q1	–	Sell	-84	Closed	-$3.38K	–	869
2022 Q4	$3.38K	Sell	84 -133	-61%	-$5.26K	﹤0.01%	753
2022 Q3	$7K	Buy	217 +42	+24%	+$1.77K	﹤0.01%	756
2022 Q2	$8K	Sell	175 -125	-42%	-$5.9K	﹤0.01%	648
2022 Q1	$15K	Hold	300	–	–	﹤0.01%	321
2021 Q4	$17K	Buy	+300	New	+$16.7K	﹤0.01%	270

Other funds holding DELL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Geode Capital Management

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return