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Dorchester Wealth Management’s Vodafone VOD Stock Holding History

Dorchester Wealth Management’s Portfolio VOD Stock Details VOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-61,131
Closed -$613K – 166
2024
Q3 		$613K Buy
61,131
+12,200
+25% +$116K 0.11% 86
2024
Q2 		$434K Buy
48,931
+3,025
+7% +$27K 0.08% 105
2024
Q1 		$409K Buy
45,906
+7,750
+20% +$67.3K 0.07% 119
2023
Q4 		$332K Buy
38,156
+5,532
+17% +$50.5K 0.06% 119
2023
Q3 		$309K Buy
32,624
+1,896
+6% +$18K 0.06% 122
2023
Q2 		$239K Sell
30,728
-3,100
-9% -$32.6K 0.05% 129
2023
Q1 		$313K Buy
33,828
+1,000
+3% +$11.4K 0.06% 120
2022
Q4 		$277K Sell
32,828
-5,380
-14% -$60.4K 0.07% 120
2022
Q3 		$377K Buy
38,208
+5,235
+16% +$73.1K 0.08% 109
2022
Q2 		$514K Buy
32,973
+1,444
+5% +$23.1K 0.1% 99
2022
Q1 		$655K Sell
31,529
-3,449
-10% -$58.8K 0.1% 90
2021
Q4 		$522K Buy
34,978
+1,499
+4% +$22.9K 0.1% 92
2021
Q3 		$517K Sell
33,479
-50
-0.1% -$827 0.13% 83
2021
Q2 		$574K Buy
33,529
+2,225
+7% +$41.7K 0.13% 82
2021
Q1 		$577K Buy
31,304
+537
+2% +$9.71K 0.14% 81
2020
Q4 		$507K Buy
30,767
+600
+2% +$9.39K 0.13% 85
2020
Q3 		$405K Sell
30,167
-6,797
-18% -$103K 0.13% 95
2020
Q2 		$589K Buy
36,964
+10,000
+37% +$151K 0.19% 76
2020
Q1 		$371K Hold
26,964
– – 0.14% 84
2019
Q4 		$521K Buy
26,964
+1,199
+5% +$23.9K 0.15% 80
2019
Q3 		$513K Buy
25,765
+3,500
+16% +$63.4K 0.15% 78
2019
Q2 		$364K Sell
22,265
-558
-2% -$9.6K 0.11% 94
2019
Q1 		$415K Buy
+22,823
New +$423K 0.13% 86
2015
Q4 		– Sell
-5,994
Closed -$254K – 115
2015
Q3 		$254K Sell
5,994
-545
-8% -$19.4K 0.09% 99
2015
Q2 		$298K Buy
+6,539
New +$236K 0.1% 102

Other funds holding VOD

AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IPAM
ICICI Prudential Asset Management Mumbai, India $833M AUM 15.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Dorchester Wealth Management's VOD Position: Q4 2024 in Review

Dorchester Wealth Management sold out of Vodafone (VOD) in Q4 2024, closing a stake of 61,131 shares — an estimated $613K sold.

Dorchester Wealth Management first reported a position in VOD in Q2 2015 and held it in 25 quarters. The position peaked at $655K in Q1 2022. 525 funds tracked by Wall St. Rank hold VOD as of Q4 2024.

  • Dorchester Wealth Management reported no remaining Vodafone position as of Q4 2024 after selling out during the quarter.
  • Dorchester Wealth Management sold 61,131 Vodafone shares in Q4 2024, an estimated $613K.
  • Dorchester Wealth Management first reported a position in Vodafone in Q2 2015 and held it in 25 quarters.
  • Dorchester Wealth Management's Vodafone position peaked at $655K in Q1 2022.
  • 525 funds tracked by Wall St. Rank held Vodafone as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.