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Diversified Trust’s PDF Solutions PDFS Stock Holding History

Diversified Trust’s Portfolio PDFS Stock Details PDFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,168
Closed -$221K – 1007
2024
Q4 		$221K Hold
8,168
– – 0.01% 829
2024
Q3 		$259K Sell
8,168
-145
-2% -$4.71K 0.01% 770
2024
Q2 		$302K Sell
8,313
-634
-7% -$21.2K 0.01% 685
2024
Q1 		$301K Sell
8,947
-741
-8% -$24.3K 0.01% 649
2023
Q4 		$311K Buy
+9,688
New +$294K 0.01% 650
2023
Q3 		– Sell
-6,434
Closed -$290K – 901
2023
Q2 		$290K Hold
6,434
– – 0.01% 640
2023
Q1 		$273K Buy
+6,434
New +$225K 0.01% 658

Other funds holding PDFS

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
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
SM
Samjo Management New York $231M AUM 13.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Diversified Trust's PDFS Position: Q1 2025 in Review

Diversified Trust sold out of PDF Solutions (PDFS) in Q1 2025, closing a stake of 8,168 shares — an estimated $221K sold.

Diversified Trust first reported a position in PDFS in Q1 2023 and held it in 7 quarters. The position peaked at $311K in Q4 2023. 168 funds tracked by Wall St. Rank hold PDFS as of Q1 2025.

  • Diversified Trust reported no remaining PDF Solutions position as of Q1 2025 after selling out during the quarter.
  • Diversified Trust sold 8,168 PDF Solutions shares in Q1 2025, an estimated $221K.
  • Diversified Trust first reported a position in PDF Solutions in Q1 2023 and held it in 7 quarters.
  • Diversified Trust's PDF Solutions position peaked at $311K in Q4 2023.
  • 168 funds tracked by Wall St. Rank held PDF Solutions as of Q1 2025.

Based on Diversified Trust's 13F filing for Q1 2025, filed 24 Apr 2025.