Ellevest Inc’s Daily Journal DJCO Stock Holding History

Ellevest Inc’s Portfolio DJCO Stock Details DJCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1	Closed	-$251	–	1937
2022 Q4	$251	Buy	+1	New	+$270	﹤0.01%	1708

Other funds holding DJCO

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aquamarine Zurich Zurich, Switzerland $144M AUM 5.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ellevest Inc's DJCO Position: Q1 2023 in Review

Ellevest Inc sold out of Daily Journal (DJCO) in Q1 2023, closing a stake of 1 share — an estimated $251 sold.

Ellevest Inc first reported a position in DJCO in Q4 2022 and held it in 1 quarter. The position peaked at $251 in Q4 2022. 54 funds tracked by Wall St. Rank hold DJCO as of Q1 2023.

Ellevest Inc reported no remaining Daily Journal position as of Q1 2023 after selling out during the quarter.
Ellevest Inc sold 1 Daily Journal share in Q1 2023, an estimated $251.
Ellevest Inc first reported a position in Daily Journal in Q4 2022 and held it in 1 quarter.
Ellevest Inc's Daily Journal position peaked at $251 in Q4 2022.
54 funds tracked by Wall St. Rank held Daily Journal as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.