CIS
DMLP icon

Custom Index Systems’s Dorchester Minerals DMLP Stock Holding History

Custom Index Systems’s Portfolio DMLP Stock Details DMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-39,451
Closed -$1.26M – 265
2023
Q4 		$1.26M Buy
+39,451
New +$1.15M 0.77% 36

Other funds holding DMLP

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
MIM
Meixler Investment Management Show Low, Arizona $186M AUM 26.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

Custom Index Systems's DMLP Position: Q1 2024 in Review

Custom Index Systems sold out of Dorchester Minerals (DMLP) in Q1 2024, closing a stake of 39,451 shares — an estimated $1.26M sold.

Custom Index Systems first reported a position in DMLP in Q4 2023 and held it in 1 quarter. The position peaked at $1.26M in Q4 2023. 128 funds tracked by Wall St. Rank hold DMLP as of Q1 2024.

  • Custom Index Systems reported no remaining Dorchester Minerals position as of Q1 2024 after selling out during the quarter.
  • Custom Index Systems sold 39,451 Dorchester Minerals shares in Q1 2024, an estimated $1.26M.
  • Custom Index Systems first reported a position in Dorchester Minerals in Q4 2023 and held it in 1 quarter.
  • Custom Index Systems's Dorchester Minerals position peaked at $1.26M in Q4 2023.
  • 128 funds tracked by Wall St. Rank held Dorchester Minerals as of Q1 2024.

Based on Custom Index Systems's 13F filing for Q1 2024, filed 14 May 2024.