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Duff & Phelps Investment Management’s Meta Platforms (Facebook) META Stock Holding History

Duff & Phelps Investment Management’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,047
Closed -$2.54M – 203
2024
Q2 		$2.54M Sell
5,047
-19,997
-80% -$9.72M 0.03% 129
2024
Q1 		$12.2M Buy
25,044
+270
+1% +$120K 0.15% 117
2023
Q4 		$8.77M Buy
24,774
+209
+0.9% +$68.1K 0.11% 121
2023
Q3 		$7.37M Buy
24,565
+25
+0.1% +$7.53K 0.1% 126
2023
Q2 		$7.04M Sell
24,540
-110
-0.4% -$27.1K 0.09% 130
2023
Q1 		$5.22M Hold
24,650
– – 0.06% 135
2022
Q4 		$2.97M Hold
24,650
– – 0.04% 154
2022
Q3 		$3.35M Sell
24,650
-30
-0.1% -$4.86K 0.04% 143
2022
Q2 		$3.98M Hold
24,680
– – 0.05% 116
2022
Q1 		$5.49M Sell
24,680
-480
-2% -$120K 0.06% 114
2021
Q4 		$8.46M Buy
25,160
+162
+0.6% +$53.8K 0.1% 110
2021
Q3 		$8.48M Sell
24,998
-837
-3% -$301K 0.11% 108
2021
Q2 		$8.98M Sell
25,835
-2,085
-7% -$669K 0.12% 107
2021
Q1 		$8.22M Hold
27,920
– – 0.11% 109
2020
Q4 		$7.63M Sell
27,920
-350
-1% -$95.9K 0.11% 109
2020
Q3 		$7.4M Hold
28,270
– – 0.11% 105
2020
Q2 		$6.42M Buy
28,270
+790
+3% +$165K 0.1% 108
2020
Q1 		$4.58M Buy
27,480
+715
+3% +$140K 0.08% 108
2019
Q4 		$5.49M Buy
26,765
+500
+2% +$96.8K 0.07% 117
2019
Q3 		$4.68M Hold
26,265
– – 0.06% 121
2019
Q2 		$5.07M Buy
26,265
+750
+3% +$137K 0.07% 122
2019
Q1 		$4.25M Hold
25,515
– – 0.06% 135
2018
Q4 		$3.35M Hold
25,515
– – 0.06% 143
2018
Q3 		$4.2M Buy
25,515
+200
+0.8% +$36.2K 0.06% 141
2018
Q2 		$4.92M Sell
25,315
-460
-2% -$83.1K 0.07% 142
2018
Q1 		$4.12M Sell
25,775
-530
-2% -$95.2K 0.06% 143
2017
Q4 		$4.64M Sell
26,305
-240
-0.9% -$42.4K 0.07% 150
2017
Q3 		$4.54M Buy
26,545
+10
+0% +$1.67K 0.06% 152
2017
Q2 		$4.01M Sell
26,535
-1,740
-6% -$259K 0.06% 156
2017
Q1 		$4.02M Sell
28,275
-720
-2% -$96.2K 0.06% 162
2016
Q4 		$3.34M Sell
28,995
-430
-1% -$52.8K 0.05% 164
2016
Q3 		$3.77M Sell
29,425
-80
-0.3% -$9.93K 0.05% 149
2016
Q2 		$3.37M Sell
29,505
-680
-2% -$78.4K 0.05% 139
2016
Q1 		$3.44M Sell
30,185
-7,080
-19% -$747K 0.05% 130
2015
Q4 		$3.9M Sell
37,265
-1,500
-4% -$154K 0.07% 134
2015
Q3 		$3.48M Buy
38,765
+1,080
+3% +$99.1K 0.06% 136
2015
Q2 		$3.23M Hold
37,685
– – 0.05% 142
2015
Q1 		$3.1M Sell
37,685
-1,730
-4% -$136K 0.04% 141
2014
Q4 		$3.08M Buy
39,415
+520
+1% +$39.8K 0.04% 147
2014
Q3 		$3.07M Buy
38,895
+2,970
+8% +$218K 0.04% 145
2014
Q2 		$2.42M Buy
35,925
+785
+2% +$48.3K 0.04% 148
2014
Q1 		$2.12M Buy
35,140
+1,800
+5% +$114K 0.04% 144
2013
Q4 		$1.82M Buy
+33,340
New +$1.67M 0.03% 152

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Duff & Phelps Investment Management's META Position: Q3 2024 in Review

Duff & Phelps Investment Management sold out of Meta Platforms (Facebook) (META) in Q3 2024, closing a stake of 5,047 shares — an estimated $2.54M sold.

Duff & Phelps Investment Management first reported a position in META in Q4 2013 and held it in 43 quarters. The position peaked at $12.2M in Q1 2024. 4,195 funds tracked by Wall St. Rank hold META as of Q3 2024.

  • Duff & Phelps Investment Management reported no remaining Meta Platforms (Facebook) position as of Q3 2024 after selling out during the quarter.
  • Duff & Phelps Investment Management sold 5,047 Meta Platforms (Facebook) shares in Q3 2024, an estimated $2.54M.
  • Duff & Phelps Investment Management first reported a position in Meta Platforms (Facebook) in Q4 2013 and held it in 43 quarters.
  • Duff & Phelps Investment Management's Meta Platforms (Facebook) position peaked at $12.2M in Q1 2024.
  • 4,195 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2024.

Based on Duff & Phelps Investment Management's 13F filing for Q3 2024, filed 15 Nov 2024.