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DC Investments Management’s Popular Inc BPOP Stock Holding History

DC Investments Management’s Portfolio BPOP Stock Details BPOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-6,818
Closed -$253K – 101
2020
Q2 		$253K Hold
6,818
– – 0.09% 270
2020
Q1 		$239K Buy
6,818
+2,474
+57% +$122K 0.19% 200
2019
Q4 		$255K Buy
+4,344
New +$243K 0.2% 212

Other funds holding BPOP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TCCM
Two Creeks Capital Management New York $974M AUM 2.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

DC Investments Management's BPOP Position: Q3 2020 in Review

DC Investments Management sold out of Popular Inc (BPOP) in Q3 2020, closing a stake of 6,818 shares — an estimated $253K sold.

DC Investments Management first reported a position in BPOP in Q4 2019 and held it in 3 quarters. The position peaked at $255K in Q4 2019. 247 funds tracked by Wall St. Rank hold BPOP as of Q3 2020.

  • DC Investments Management reported no remaining Popular Inc position as of Q3 2020 after selling out during the quarter.
  • DC Investments Management sold 6,818 Popular Inc shares in Q3 2020, an estimated $253K.
  • DC Investments Management first reported a position in Popular Inc in Q4 2019 and held it in 3 quarters.
  • DC Investments Management's Popular Inc position peaked at $255K in Q4 2019.
  • 247 funds tracked by Wall St. Rank held Popular Inc as of Q3 2020.

Based on DC Investments Management's 13F filing for Q3 2020, filed 4 Nov 2020.